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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 | $158,801 | $110,240+44.1% | $96,544+64.5% | $139,487+13.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 58.01% | 26.41%+31.6pp | 25.88%+32.1pp | 373.84%-315.8pp |
| Employer contribution / active EE | $6,432 | $3,622+77.6% | $2,966+116.8% | $4,755+35.3% |
| Participant deferral / active EE | $4,438 | $5,549-20.0% | $4,851-8.5% | $6,713-33.9% |
| Admin fee / account holder | $282 | $11,602-97.6% | $8,254-96.6% | $11,407-97.5% |