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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 | $174,231 | $107,363+62.3% | $92,909+87.5% | $152,897+14.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.36% | 145.63%-129.3pp | 109.44%-93.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $3,132 | $4,222-25.8% | $3,653-14.3% | $4,764-34.2% |
| Participant deferral / active EE | $8,257 | $4,848+70.3% | $4,238+94.8% | $5,851+41.1% |
| Admin fee / account holder | $26 | $7,082-99.6% | $5,795-99.6% | $11,599-99.8% |