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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 | $157,384 | $167,030-5.8% | $135,768+15.9% | $155,188+1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.86% | 678.39%-656.5pp | 526.10%-504.2pp | 148.84%-127.0pp |
| Employer contribution / active EE | $1,930 | $4,132-53.3% | $3,394-43.1% | $4,248-54.6% |
| Participant deferral / active EE | $4,914 | $4,528+8.5% | $3,977+23.6% | $6,531-24.8% |
| Admin fee / account holder | $20 | $8,172-99.8% | $7,048-99.7% | $14,480-99.9% |