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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 | $98,168 | $84,551+16.1% | $61,452+59.7% | $134,532-27.0% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | 21.78% | 585.39%-563.6pp | 338.96%-317.2pp | 418.27%-396.5pp |
| Employer contribution / active EE | $1,000 | $1,545-35.3% | $1,160-13.8% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $133 | $2,587-94.9% | $2,131-93.8% | $11,429-98.8% |