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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 | $156,783 | $106,918+46.6% | $84,021+86.6% | $152,897+2.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.82% | 105.01%-84.2pp | 71.32%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,435 | $2,735+25.6% | $1,984+73.2% | $4,764-27.9% |
| Participant deferral / active EE | $7,322 | $4,012+82.5% | $3,239+126.0% | $5,851+25.1% |
| Admin fee / account holder | $138 | $8,288-98.3% | $6,102-97.7% | $11,599-98.8% |