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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 | $134,465 | $108,911+23.5% | $100,392+33.9% | $145,884-7.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 122.57% | 58.23%+64.3pp | 49.45%+73.1pp | 551.85%-429.3pp |
| Employer contribution / active EE | $1,009 | $4,420-77.2% | $3,941-74.4% | $4,662-78.4% |
| Participant deferral / active EE | $23,000 | $8,459+171.9% | $8,090+184.3% | $6,690+243.8% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |