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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 | $147,142 | $115,796+27.1% | $101,264+45.3% | $158,950-7.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.23% | 56.15%-41.9pp | 46.48%-32.2pp | 302.91%-288.7pp |
| Employer contribution / active EE | $2,172 | $4,175-48.0% | $3,660-40.6% | $4,762-54.4% |
| Participant deferral / active EE | $6,948 | $4,958+40.1% | $4,370+59.0% | $5,983+16.1% |
| Admin fee / account holder | $3 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |