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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 | $110,039+72.5% | $97,260+95.2% | $145,884+30.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.48% | 244.44%-228.0pp | 75.54%-59.1pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,311 | $3,074-24.8% | $2,721-15.1% | $4,662-50.4% |
| Participant deferral / active EE | $16,012 | $4,674+242.6% | $4,262+275.7% | $6,690+139.4% |
| Admin fee / account holder | $20 | $6,204-99.7% | $5,640-99.6% | $13,392-99.9% |