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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 | $152,274 | $107,368+41.8% | $92,915+63.9% | $152,909-0.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.64% | 145.64%-123.0pp | 109.45%-86.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $8,202 | $4,222+94.3% | $3,653+124.5% | $4,764+72.2% |
| Participant deferral / active EE | $6,854 | $4,848+41.4% | $4,238+61.7% | $5,851+17.1% |
| Admin fee / account holder | $18 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |