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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 | $162,421 | $107,363+51.3% | $92,909+74.8% | $152,897+6.2% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 20.26% | 145.63%-125.4pp | 109.44%-89.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $1,750 | $4,222-58.6% | $3,653-52.1% | $4,764-63.3% |
| Participant deferral / active EE | $7,705 | $4,848+58.9% | $4,238+81.8% | $5,851+31.7% |
| Admin fee / account holder | $2 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |