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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 | $96,179 | $89,370+7.6% | $141,197-31.9% | $72,976+31.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 160.62% | 111.88%+48.7pp | 71.41%+89.2pp | 81.02%+79.6pp |
| Employer contribution / active EE | $4,077 | $3,115+30.9% | $4,736-13.9% | $2,440+67.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $78 | $5,957-98.7% | $10,265-99.2% | $5,124-98.5% |