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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 | $152,304 | $106,003+43.7% | $92,236+65.1% | $147,585+3.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.29% | 50.05%-29.8pp | 176.29%-156.0pp | 578.57%-558.3pp |
| Employer contribution / active EE | $12,601 | $4,333+190.8% | $3,679+242.5% | $4,876+158.4% |
| Participant deferral / active EE | $6,587 | $4,478+47.1% | $3,897+69.0% | $5,439+21.1% |
| Admin fee / account holder | $217 | $6,333-96.6% | $5,194-95.8% | $10,885-98.0% |