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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 | $170,429 | $103,000+65.5% | $90,300+88.7% | $152,885+11.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.10% | 95.19%-80.1pp | 78.11%-63.0pp | 345.39%-330.3pp |
| Employer contribution / active EE | $8,157 | $3,138+159.9% | $2,854+185.8% | $4,763+71.2% |
| Participant deferral / active EE | $12,970 | $4,281+203.0% | $3,884+233.9% | $5,851+121.7% |
| Admin fee / account holder | $39 | $6,173-99.4% | $5,353-99.3% | $11,598-99.7% |