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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 | $229,553 | $115,810+98.2% | $101,271+126.7% | $158,966+44.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 78.25% | 56.15%+22.1pp | 46.48%+31.8pp | 302.95%-224.7pp |
| Employer contribution / active EE | $1,457 | $4,175-65.1% | $3,660-60.2% | $4,762-69.4% |
| Participant deferral / active EE | $3,404 | $4,958-31.3% | $4,371-22.1% | $5,983-43.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |