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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 | $127,431 | $63,346+101.2% | $92,240+38.2% | $70,126+81.7% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 18.10% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $7,810 | $2,471+216.0% | $3,680+112.2% | $2,343+233.4% |
| Participant deferral / active EE | $3,410 | $2,854+19.5% | $3,897-12.5% | $3,332+2.4% |
| Admin fee / account holder | $70 | $3,841-98.2% | $5,194-98.6% | $4,645-98.5% |