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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 | $76,025 | $85,766-11.4% | $136,298-44.2% | $70,126+8.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 29.49% | 31.46%-2.0pp | 5156.27%-5126.8pp | 73.15%-43.7pp |
| Employer contribution / active EE | $5,605 | $2,966+89.0% | $4,696+19.4% | $2,343+139.3% |
| Participant deferral / active EE | $6,904 | $5,051+36.7% | $6,247+10.5% | $3,332+107.2% |
| Admin fee / account holder | $271 | $5,421-95.0% | $9,244-97.1% | $4,645-94.2% |