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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 | $167,355 | $107,363+55.9% | $92,909+80.1% | $152,897+9.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.51% | 145.63%-131.1pp | 109.44%-94.9pp | 345.43%-330.9pp |
| Employer contribution / active EE | $3,682 | $4,222-12.8% | $3,653+0.8% | $4,764-22.7% |
| Participant deferral / active EE | $9,406 | $4,848+94.0% | $4,238+121.9% | $5,851+60.8% |
| Admin fee / account holder | $28 | $7,082-99.6% | $5,795-99.5% | $11,599-99.8% |