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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 | $188,946 | $157,296+20.1% | $141,191+33.8% | $152,897+23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.39% | 64.34%-45.0pp | 71.41%-52.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $2,625 | $5,262-50.1% | $4,736-44.6% | $4,764-44.9% |
| Participant deferral / active EE | $4,800 | $7,111-32.5% | $6,710-28.5% | $5,851-18.0% |
| Admin fee / account holder | $62 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |