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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 | $161,365 | $112,131+43.9% | $95,964+68.2% | $158,982+1.5% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.2pp |
| Annual return | 14.79% | 171.19%-156.4pp | 91.64%-76.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $772 | $3,199-75.9% | $2,541-69.6% | $4,763-83.8% |
| Participant deferral / active EE | $5,019 | $4,784+4.9% | $4,167+20.5% | $5,983-16.1% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |