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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 | $152,036 | $103,000+47.6% | $90,300+68.4% | $152,885-0.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.03% | 95.19%-70.2pp | 78.11%-53.1pp | 345.39%-320.4pp |
| Employer contribution / active EE | $12,456 | $3,138+296.9% | $2,854+336.4% | $4,763+161.5% |
| Participant deferral / active EE | $8,973 | $4,281+109.6% | $3,884+131.0% | $5,851+53.4% |
| Admin fee / account holder | $169 | $6,173-97.3% | $5,353-96.8% | $11,598-98.5% |