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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 | $130,463 | $109,863+18.8% | $98,477+32.5% | $167,518-22.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 14.02% | 1958.09%-1944.1pp | 1493.59%-1479.6pp | 478.71%-464.7pp |
| Employer contribution / active EE | $699 | $3,225-78.3% | $2,961-76.4% | $4,838-85.5% |
| Participant deferral / active EE | $9,017 | $4,673+92.9% | $4,276+110.8% | $6,342+42.2% |
| Admin fee / account holder | $20 | $6,755-99.7% | $5,951-99.7% | $12,312-99.8% |