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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 | $228,472 | $115,814+97.3% | $101,275+125.6% | $158,982+43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.40% | 56.16%-42.8pp | 46.48%-33.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $12,104 | $4,176+189.9% | $3,660+230.7% | $4,763+154.1% |
| Participant deferral / active EE | $11,200 | $4,958+125.9% | $4,371+156.3% | $5,983+87.2% |
| Admin fee / account holder | $160 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |