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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 | $171,969 | $112,935+52.3% | $90,970+89.0% | $158,966+8.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.74% | 215.79%-201.1pp | 134.58%-119.8pp | 302.95%-288.2pp |
| Employer contribution / active EE | $6,704 | $2,895+131.6% | $2,122+215.9% | $4,762+40.8% |
| Participant deferral / active EE | $7,058 | $4,129+70.9% | $3,373+109.2% | $5,983+18.0% |
| Admin fee / account holder | $168 | $8,045-97.9% | $5,960-97.2% | $11,250-98.5% |