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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 | $193,657 | $121,677+59.2% | $104,625+85.1% | $158,966+21.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.01% | 465.58%-452.6pp | 340.60%-327.6pp | 302.95%-289.9pp |
| Employer contribution / active EE | $8,837 | $3,165+179.2% | $2,681+229.6% | $4,762+85.6% |
| Participant deferral / active EE | $5,681 | $4,175+36.1% | $3,738+52.0% | $5,983-5.0% |
| Admin fee / account holder | $75 | $7,777-99.0% | $6,465-98.8% | $11,250-99.3% |