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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 | $157,397 | $107,941+45.8% | $91,994+71.1% | $152,909+2.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.17% | 89.28%-71.1pp | 69.04%-50.9pp | 345.46%-327.3pp |
| Employer contribution / active EE | $11,390 | $4,212+170.4% | $3,453+229.9% | $4,764+139.1% |
| Participant deferral / active EE | $10,350 | $6,366+62.6% | $5,924+74.7% | $5,851+76.9% |
| Admin fee / account holder | $88 | $10,521-99.2% | $7,744-98.9% | $11,601-99.2% |