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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 | $196,327 | $175,231+12.0% | $149,696+31.2% | $139,466+40.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.35% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,178 | $5,478-60.2% | $4,821-54.8% | $4,754-54.2% |
| Participant deferral / active EE | $14,100 | $6,521+116.2% | $5,682+148.2% | $6,712+110.1% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |