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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 | $122,223 | $149,040-18.0% | $120,225+1.7% | $137,256-11.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.47% | 605.68%-587.2pp | 439.23%-420.8pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,274 | $4,350-47.7% | $3,475-34.6% | $4,156-45.3% |
| Participant deferral / active EE | $9,995 | $4,655+114.7% | $3,999+150.0% | $6,407+56.0% |
| Admin fee / account holder | $26 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |