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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 | $145,834 | $123,854+17.7% | $69,623+109.5% | $145,8840% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 26.79% | 192.35%-165.6pp | 101.23%-74.4pp | 551.85%-525.1pp |
| Employer contribution / active EE | $1,460 | $2,673-45.4% | $1,709-14.6% | $4,662-68.7% |
| Participant deferral / active EE | $29,035 | $4,242+584.5% | $2,890+904.7% | $6,690+334.0% |
| Admin fee / account holder | $20 | $7,822-99.7% | $4,696-99.6% | $13,392-99.9% |