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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 | $135,309 | $112,131+20.7% | $95,964+41.0% | $158,982-14.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.86% | 171.19%-155.3pp | 91.64%-75.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,500 | $3,199-53.1% | $2,541-41.0% | $4,763-68.5% |
| Participant deferral / active EE | $4,853 | $4,784+1.4% | $4,167+16.5% | $5,983-18.9% |
| Admin fee / account holder | $9 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |