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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 | $139,870 | $88,778+57.5% | $81,844+70.9% | $145,884-4.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 20.05% | 1033.03%-1013.0pp | 778.87%-758.8pp | 551.85%-531.8pp |
| Employer contribution / active EE | $4,193 | $3,087+35.8% | $2,916+43.8% | $4,662-10.1% |
| Participant deferral / active EE | $675 | $4,648-85.5% | $4,323-84.4% | $6,690-89.9% |
| Admin fee / account holder | $17 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |