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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 | $144,320 | $95,664+50.9% | $76,902+87.7% | $139,487+3.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.63% | 55.03%-37.4pp | 37.91%-20.3pp | 373.84%-356.2pp |
| Employer contribution / active EE | $5,314 | $3,147+68.9% | $2,534+109.7% | $4,755+11.8% |
| Participant deferral / active EE | $4,049 | $4,626-12.5% | $3,833+5.6% | $6,713-39.7% |
| Admin fee / account holder | $91 | $8,311-98.9% | $5,479-98.3% | $11,407-99.2% |