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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 | $132,442 | $99,079+33.7% | $78,002+69.8% | $273,972-51.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.5%+12.7pp | 83.0%+5.2pp |
| Annual return | 13.75% | 217.93%-204.2pp | 425.99%-412.2pp | 41.46%-27.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $166 | $8,954-98.2% | $5,481-97.0% | $10,133-98.4% |