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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 | $207,340 | $111,814+85.4% | $93,654+121.4% | $145,959+42.1% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 15.36% | 203.30%-187.9pp | 133.34%-118.0pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,514 | $3,092-51.0% | $2,421-37.5% | $4,661-67.5% |
| Participant deferral / active EE | $9,003 | $4,914+83.2% | $4,413+104.0% | $6,689+34.6% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |