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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 | $123,718 | $106,008+16.7% | $92,240+34.1% | $147,586-16.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 22.06% | 50.05%-28.0pp | 176.29%-154.2pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,298 | $4,333-70.0% | $3,680-64.7% | $4,876-73.4% |
| Participant deferral / active EE | $4,516 | $4,478+0.8% | $3,897+15.9% | $5,439-17.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |