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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 | $74,031 | $70,366+5.2% | $66,674+11.0% | $138,895-46.7% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.7%+21.3pp | 79.9%+15.1pp |
| Annual return | 17.81% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $8,497 | $2,765+207.3% | $2,620+224.3% | $4,194+102.6% |
| Participant deferral / active EE | $4,994 | $4,374+14.2% | $4,084+22.3% | $6,396-21.9% |
| Admin fee / account holder | $133 | $5,262-97.5% | $5,098-97.4% | $12,562-98.9% |