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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 | $164,407 | $115,814+42.0% | $101,275+62.3% | $158,982+3.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.40% | 56.16%-23.8pp | 46.48%-14.1pp | 302.99%-270.6pp |
| Employer contribution / active EE | $13,811 | $4,176+230.8% | $3,660+277.4% | $4,763+190.0% |
| Participant deferral / active EE | $6,851 | $4,958+38.2% | $4,371+56.8% | $5,983+14.5% |
| Admin fee / account holder | $239 | $7,249-96.7% | $5,948-96.0% | $11,252-97.9% |