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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 | $133,431 | $70,366+89.6% | $66,674+100.1% | $138,895-3.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.96% | 386.41%-368.4pp | 321.24%-303.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $7,717 | $2,765+179.1% | $2,620+194.5% | $4,194+84.0% |
| Participant deferral / active EE | $10,905 | $4,374+149.3% | $4,084+167.0% | $6,396+70.5% |
| Admin fee / account holder | $21 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |