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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,112 | $100,073+130.9% | $85,126+171.5% | $145,877+58.4% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 19.02% | 84.11%-65.1pp | 66.63%-47.6pp | 551.28%-532.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,037 | $5,294-4.9% | $4,523+11.4% | $6,691-24.7% |
| Admin fee / account holder | $13 | $7,261-99.8% | $6,160-99.8% | $13,402-99.9% |