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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 | $156,652 | $112,131+39.7% | $95,964+63.2% | $158,982-1.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.47% | 171.19%-154.7pp | 91.64%-75.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,737 | $3,199-45.7% | $2,541-31.6% | $4,763-63.5% |
| Participant deferral / active EE | $4,693 | $4,784-1.9% | $4,167+12.6% | $5,983-21.6% |
| Admin fee / account holder | $36 | $10,136-99.6% | $6,797-99.5% | $11,252-99.7% |