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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 | $158,578 | $93,346+69.9% | $71,796+120.9% | $273,972-42.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.94% | 130.39%-121.4pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,810 | $2,733-33.8% | $1,924-5.9% | $4,869-62.8% |
| Participant deferral / active EE | $8,009 | $3,475+130.5% | $2,794+186.6% | $5,287+51.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |