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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 | $188,709 | $81,643+131.1% | $70,462+167.8% | $158,950+18.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.89% | 208.51%-187.6pp | 109.08%-88.2pp | 302.91%-282.0pp |
| Employer contribution / active EE | $2,078 | $3,218-35.4% | $2,737-24.1% | $4,762-56.4% |
| Participant deferral / active EE | $6,796 | $4,555+49.2% | $3,710+83.2% | $5,983+13.6% |
| Admin fee / account holder | $17 | $6,194-99.7% | $3,845-99.6% | $11,248-99.8% |