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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 | $213,031 | $107,944+97.4% | $91,994+131.6% | $152,885+39.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.57% | 89.26%-68.7pp | 69.03%-48.5pp | 345.39%-324.8pp |
| Employer contribution / active EE | $3,848 | $4,210-8.6% | $3,452+11.5% | $4,763-19.2% |
| Participant deferral / active EE | $12,166 | $6,365+91.1% | $5,923+105.4% | $5,851+107.9% |
| Admin fee / account holder | $75 | $10,521-99.3% | $7,743-99.0% | $11,598-99.4% |