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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 | $176,786 | $166,268+6.3% | $165,100+7.1% | $145,897+21.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.44% | 100.52%-86.1pp | 70.21%-55.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,517 | $5,284-52.4% | $4,348-42.1% | $4,663-46.0% |
| Participant deferral / active EE | $13,585 | $6,964+95.1% | $6,035+125.1% | $6,689+103.1% |
| Admin fee / account holder | $55 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |