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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 | $168,474 | $114,093+47.7% | $96,171+75.2% | $167,536+0.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 9.31% | 190.00%-180.7pp | 192.04%-182.7pp | 478.82%-469.5pp |
| Employer contribution / active EE | $9,748 | $3,429+184.3% | $2,799+248.3% | $4,839+101.5% |
| Participant deferral / active EE | $5,750 | $5,197+10.7% | $4,350+32.2% | $6,342-9.3% |
| Admin fee / account holder | $80 | $6,899-98.8% | $5,538-98.6% | $12,315-99.3% |