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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 | $198,666 | $106,918+85.8% | $84,021+136.4% | $152,897+29.9% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.5%+11.3pp |
| Annual return | 17.91% | 105.01%-87.1pp | 71.32%-53.4pp | 345.43%-327.5pp |
| Employer contribution / active EE | $4,877 | $2,735+78.3% | $1,984+145.8% | $4,764+2.4% |
| Participant deferral / active EE | $2,144 | $4,012-46.6% | $3,239-33.8% | $5,851-63.4% |
| Admin fee / account holder | $150 | $8,288-98.2% | $6,102-97.5% | $11,599-98.7% |