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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 | $145,667 | $112,131+29.9% | $95,964+51.8% | $158,982-8.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.06% | 171.19%-156.1pp | 91.64%-76.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,558 | $3,199-51.3% | $2,541-38.7% | $4,763-67.3% |
| Participant deferral / active EE | $3,421 | $4,784-28.5% | $4,167-17.9% | $5,983-42.8% |
| Admin fee / account holder | $86 | $10,136-99.2% | $6,797-98.7% | $11,252-99.2% |