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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 | $132,397 | $110,039+20.3% | $97,260+36.1% | $145,884-9.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.68% | 244.44%-228.8pp | 75.54%-59.9pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,346 | $3,074-56.2% | $2,721-50.5% | $4,662-71.1% |
| Participant deferral / active EE | $6,324 | $4,674+35.3% | $4,262+48.4% | $6,690-5.5% |
| Admin fee / account holder | $70 | $6,204-98.9% | $5,640-98.8% | $13,392-99.5% |