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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 | $178,700 | $106,008+68.6% | $92,240+93.7% | $147,586+21.1% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 20.26% | 50.05%-29.8pp | 176.29%-156.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,963 | $4,333-54.7% | $3,680-46.6% | $4,876-59.7% |
| Participant deferral / active EE | $5,157 | $4,478+15.2% | $3,897+32.3% | $5,439-5.2% |
| Admin fee / account holder | $58 | $6,333-99.1% | $5,194-98.9% | $10,886-99.5% |