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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 | $141,853 | $100,203+41.6% | $85,240+66.4% | $145,897-2.8% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 14.52% | 84.28%-69.8pp | 66.75%-52.2pp | 552.29%-537.8pp |
| Employer contribution / active EE | $18,209 | $3,242+461.7% | $2,735+565.7% | $4,663+290.5% |
| Participant deferral / active EE | $18,322 | $5,299+245.8% | $4,527+304.7% | $6,689+173.9% |
| Admin fee / account holder | $175 | $7,265-97.6% | $6,165-97.2% | $13,390-98.7% |