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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 | $170,696 | $107,363+59.0% | $92,909+83.7% | $152,897+11.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.29% | 145.63%-131.3pp | 109.44%-95.2pp | 345.43%-331.1pp |
| Employer contribution / active EE | $18,176 | $4,222+330.5% | $3,653+397.5% | $4,764+281.6% |
| Participant deferral / active EE | $9,600 | $4,848+98.0% | $4,238+126.5% | $5,851+64.1% |
| Admin fee / account holder | $17 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |