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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 | $122,677 | $107,363+14.3% | $92,909+32.0% | $152,897-19.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.89% | 145.63%-121.7pp | 109.44%-85.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $3,882 | $4,222-8.1% | $3,653+6.2% | $4,764-18.5% |
| Participant deferral / active EE | $24,971 | $4,848+415.1% | $4,238+489.2% | $5,851+326.8% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |