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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 | $75,962 | $70,121+8.3% | $63,803+19.1% | $138,895-45.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 19.19% | 946.48%-927.3pp | 543.72%-524.5pp | 145.39%-126.2pp |
| Employer contribution / active EE | $4,216 | $2,882+46.3% | $2,532+66.5% | $4,194+0.5% |
| Participant deferral / active EE | $9,426 | $4,535+107.8% | $3,843+145.3% | $6,396+47.4% |
| Admin fee / account holder | $294 | $6,738-95.6% | $5,196-94.3% | $12,562-97.7% |