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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 | $147,168 | $99,079+48.5% | $78,002+88.7% | $273,972-46.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 12.97% | 217.93%-205.0pp | 425.99%-413.0pp | 41.46%-28.5pp |
| Employer contribution / active EE | $6,453 | $3,308+95.1% | $2,470+161.2% | $4,869+32.5% |
| Participant deferral / active EE | $6,089 | $4,306+41.4% | $3,497+74.1% | $5,287+15.2% |
| Admin fee / account holder | $23 | $8,954-99.7% | $5,481-99.6% | $10,133-99.8% |