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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 | $149,344 | $96,678+54.5% | $86,640+72.4% | $139,466+7.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.67% | 106.69%-87.0pp | 592.52%-572.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,205 | $3,265-63.1% | $3,024-60.2% | $4,754-74.7% |
| Participant deferral / active EE | $11,066 | $4,837+128.8% | $4,438+149.3% | $6,712+64.9% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |