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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 | $134,246 | $102,385+31.1% | $147,080-8.7% | $80,935+65.9% |
| Participation rate | 88.4% | 75.9%+12.5pp | 82.2%+6.2pp | 67.7%+20.7pp |
| Annual return | 15.95% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $4,653 | $3,717+25.2% | $4,933-5.7% | $2,757+68.8% |
| Participant deferral / active EE | $11,500 | $6,651+72.9% | $8,066+42.6% | $4,299+167.5% |
| Admin fee / account holder | $26 | $7,951-99.7% | $12,989-99.8% | $6,924-99.6% |