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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 | $174,854 | $102,638+70.4% | $81,991+113.3% | $158,966+10.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 18.59% | 61.05%-42.5pp | 41.31%-22.7pp | 302.95%-284.4pp |
| Employer contribution / active EE | $6,274 | $3,241+93.6% | $2,498+151.1% | $4,762+31.7% |
| Participant deferral / active EE | $9,162 | $4,649+97.1% | $3,722+146.1% | $5,983+53.1% |
| Admin fee / account holder | $229 | $8,237-97.2% | $5,665-96.0% | $11,250-98.0% |