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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 | $113,333 | $104,924+8.0% | $84,623+33.9% | $152,885-25.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.13% | 373.82%-348.7pp | 258.77%-233.6pp | 345.39%-320.3pp |
| Employer contribution / active EE | $2,370 | $3,302-28.2% | $2,652-10.7% | $4,763-50.2% |
| Participant deferral / active EE | $6,439 | $4,689+37.3% | $3,899+65.1% | $5,851+10.1% |
| Admin fee / account holder | $222 | $6,242-96.4% | $4,913-95.5% | $11,598-98.1% |