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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 | $189,836 | $110,093+72.4% | $97,295+95.1% | $145,897+30.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.48% | 244.76%-228.3pp | 75.62%-59.1pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,311 | $3,077-24.9% | $2,723-15.1% | $4,663-50.4% |
| Participant deferral / active EE | $16,012 | $4,678+242.3% | $4,264+275.6% | $6,689+139.4% |
| Admin fee / account holder | $20 | $6,212-99.7% | $5,646-99.6% | $13,390-99.9% |