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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 | $130,836 | $70,366+85.9% | $66,674+96.2% | $138,895-5.8% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.7%+19.2pp | 79.9%+12.9pp |
| Annual return | 14.28% | 386.41%-372.1pp | 321.24%-307.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $6,434 | $2,765+132.7% | $2,620+145.6% | $4,194+53.4% |
| Participant deferral / active EE | $7,994 | $4,374+82.8% | $4,084+95.7% | $6,396+25.0% |
| Admin fee / account holder | $63 | $5,262-98.8% | $5,098-98.8% | $12,562-99.5% |