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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 | $120,544 | $112,935+6.7% | $90,970+32.5% | $158,966-24.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.39% | 215.79%-196.4pp | 134.58%-115.2pp | 302.95%-283.6pp |
| Employer contribution / active EE | $8,525 | $2,895+194.5% | $2,122+301.6% | $4,762+79.0% |
| Participant deferral / active EE | $5,731 | $4,129+38.8% | $3,373+69.9% | $5,983-4.2% |
| Admin fee / account holder | $4 | $8,045-100.0% | $5,960-99.9% | $11,250-100.0% |