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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 | $174,285 | $107,363+62.3% | $92,909+87.6% | $152,897+14.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 21.64% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,342 | $4,222-68.2% | $3,653-63.3% | $4,764-71.8% |
| Participant deferral / active EE | $9,064 | $4,848+87.0% | $4,238+113.9% | $5,851+54.9% |
| Admin fee / account holder | $1 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |