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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 | $165,137 | $107,363+53.8% | $92,909+77.7% | $152,897+8.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 19.66% | 145.63%-126.0pp | 109.44%-89.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $4,092 | $4,222-3.1% | $3,653+12.0% | $4,764-14.1% |
| Participant deferral / active EE | $8,163 | $4,848+68.4% | $4,238+92.6% | $5,851+39.5% |
| Admin fee / account holder | $11 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |