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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 | $169,247 | $107,363+57.6% | $92,909+82.2% | $152,897+10.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.31% | 145.63%-122.3pp | 109.44%-86.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $14,164 | $4,222+235.5% | $3,653+287.7% | $4,764+197.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $77 | $7,082-98.9% | $5,795-98.7% | $11,599-99.3% |