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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 | $244,703 | $160,070+52.9% | $147,117+66.3% | $145,897+67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 98.69%-83.0pp | 420.54%-404.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,624 | $5,285-31.4% | $4,932-26.5% | $4,663-22.3% |
| Participant deferral / active EE | $3,449 | $8,419-59.0% | $8,065-57.2% | $6,689-48.4% |
| Admin fee / account holder | $111 | $15,035-99.3% | $12,993-99.1% | $13,390-99.2% |