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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 | $143,855 | $99,652+44.4% | $78,778+82.6% | $147,586-2.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 8.55% | 47.28%-38.7pp | 35.62%-27.1pp | 578.59%-570.0pp |
| Employer contribution / active EE | $6,669 | $2,796+138.6% | $1,986+235.9% | $4,876+36.8% |
| Participant deferral / active EE | $6,249 | $3,664+70.6% | $2,958+111.2% | $5,439+14.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |