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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 | $159,631 | $105,145+51.8% | $94,664+68.6% | $139,466+14.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.15% | 38.09%-17.9pp | 156.84%-136.7pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,111 | $4,107-48.6% | $3,673-42.5% | $4,754-55.6% |
| Participant deferral / active EE | $8,515 | $7,599+12.1% | $7,417+14.8% | $6,712+26.9% |
| Admin fee / account holder | $257 | $8,972-97.1% | $7,222-96.4% | $11,409-97.7% |