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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 | $78,522 | $65,712+19.5% | $57,196+37.3% | $273,972-71.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 147.38% | 22.01%+125.4pp | 14.59%+132.8pp | 41.46%+105.9pp |
| Employer contribution / active EE | $3,901 | $3,280+18.9% | $2,683+45.4% | $4,869-19.9% |
| Participant deferral / active EE | $4,705 | $3,782+24.4% | $3,096+52.0% | $5,287-11.0% |
| Admin fee / account holder | $244 | $4,838-95.0% | $3,141-92.2% | $10,133-97.6% |