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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 | $135,253 | $112,915+19.8% | $90,965+48.7% | $158,950-14.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 215.75%-198.8pp | 134.57%-117.6pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,567 | $2,894-45.8% | $2,122-26.2% | $4,762-67.1% |
| Participant deferral / active EE | $4,633 | $4,128+12.2% | $3,373+37.4% | $5,983-22.6% |
| Admin fee / account holder | $244 | $8,044-97.0% | $5,960-95.9% | $11,248-97.8% |