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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 | $142,125 | $96,643+47.1% | $86,617+64.1% | $139,456+1.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 23.29% | 106.57%-83.3pp | 591.91%-568.6pp | 373.45%-350.2pp |
| Employer contribution / active EE | $2,921 | $3,264-10.5% | $3,023-3.4% | $4,753-38.5% |
| Participant deferral / active EE | $10,735 | $4,835+122.0% | $4,437+141.9% | $6,711+59.9% |
| Admin fee / account holder | $20 | $6,406-99.7% | $5,613-99.6% | $11,407-99.8% |