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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 | $168,679 | $99,652+69.3% | $78,778+114.1% | $147,586+14.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.87% | 47.28%-25.4pp | 35.62%-13.7pp | 578.59%-556.7pp |
| Employer contribution / active EE | $14,365 | $2,796+413.8% | $1,986+623.4% | $4,876+194.6% |
| Participant deferral / active EE | $9,333 | $3,664+154.8% | $2,958+215.5% | $5,439+71.6% |
| Admin fee / account holder | $160 | $7,155-97.8% | $5,134-96.9% | $10,886-98.5% |