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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 | $132,452 | $125,190+5.8% | $105,624+25.4% | $145,897-9.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.05% | 225.22%-211.2pp | 116.20%-102.2pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,944 | $3,720-20.9% | $3,168-7.1% | $4,663-36.9% |
| Participant deferral / active EE | $8,230 | $5,716+44.0% | $5,013+64.2% | $6,689+23.0% |
| Admin fee / account holder | $79 | $17,138-99.5% | $10,961-99.3% | $13,390-99.4% |