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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 | $156,183 | $108,897+43.4% | $100,378+55.6% | $145,877+7.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 58.17%-43.1pp | 49.41%-34.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,197 | $4,420-50.3% | $3,942-44.3% | $4,663-52.9% |
| Participant deferral / active EE | $25,098 | $8,455+196.8% | $8,087+210.3% | $6,691+275.1% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,899-99.7% | $13,402-99.9% |