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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 | $229,067 | $125,190+83.0% | $105,624+116.9% | $145,897+57.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.72% | 225.22%-211.5pp | 116.20%-102.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,854 | $3,720-23.3% | $3,168-9.9% | $4,663-38.8% |
| Participant deferral / active EE | $5,954 | $5,716+4.2% | $5,013+18.8% | $6,689-11.0% |
| Admin fee / account holder | $38 | $17,138-99.8% | $10,961-99.7% | $13,390-99.7% |