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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 | $129,621 | $154,754-16.2% | $124,206+4.4% | $138,895-6.7% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.6%+19.3pp | 79.9%+9.0pp |
| Annual return | 19.49% | 709.28%-689.8pp | 515.27%-495.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,477 | $4,446-66.8% | $3,540-58.3% | $4,194-64.8% |
| Participant deferral / active EE | $6,333 | $4,621+37.1% | $3,968+59.6% | $6,396-1.0% |
| Admin fee / account holder | $207 | $6,690-96.9% | $5,929-96.5% | $12,562-98.4% |