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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 | $122,259 | $72,071+69.6% | $68,368+78.8% | $137,256-10.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.36% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,480 | $2,788-46.9% | $2,649-44.1% | $4,156-64.4% |
| Participant deferral / active EE | $6,847 | $4,410+55.3% | $4,123+66.1% | $6,407+6.9% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |