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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 | $161,952 | $107,941+50.0% | $91,994+76.0% | $152,909+5.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.10% | 89.28%-67.2pp | 69.04%-46.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $9,114 | $4,212+116.4% | $3,453+164.0% | $4,764+91.3% |
| Participant deferral / active EE | $8,796 | $6,366+38.2% | $5,924+48.5% | $5,851+50.3% |
| Admin fee / account holder | $176 | $10,521-98.3% | $7,744-97.7% | $11,601-98.5% |