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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 | $145,393 | $107,368+35.4% | $92,915+56.5% | $152,909-4.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.81% | 145.64%-118.8pp | 109.45%-82.6pp | 345.46%-318.7pp |
| Employer contribution / active EE | $8,812 | $4,222+108.7% | $3,653+141.2% | $4,764+85.0% |
| Participant deferral / active EE | $17,100 | $4,848+252.7% | $4,238+303.5% | $5,851+192.2% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |