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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 | $123,750 | $111,878+10.6% | $93,727+32.0% | $145,897-15.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.77% | 204.28%-190.5pp | 133.83%-120.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,553 | $3,092+47.3% | $2,421+88.0% | $4,663-2.3% |
| Participant deferral / active EE | $21,079 | $4,920+328.4% | $4,417+377.2% | $6,689+215.1% |
| Admin fee / account holder | $74 | $10,256-99.3% | $8,292-99.1% | $13,390-99.4% |