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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 | $169,478 | $106,008+59.9% | $92,240+83.7% | $147,586+14.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.78% | 50.05%-34.3pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,516 | $4,333-41.9% | $3,680-31.6% | $4,876-48.4% |
| Participant deferral / active EE | $8,624 | $4,478+92.6% | $3,897+121.3% | $5,439+58.6% |
| Admin fee / account holder | $290 | $6,333-95.4% | $5,194-94.4% | $10,886-97.3% |