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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 | $93,810 | $76,519+22.6% | $56,025+67.4% | $145,897-35.7% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 11.15% | 3017.03%-3005.9pp | 1712.69%-1701.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,248 | $1,383-9.8% | $1,042+19.8% | $4,663-73.2% |
| Participant deferral / active EE | $5,459 | $2,624+108.0% | $1,955+179.3% | $6,689-18.4% |
| Admin fee / account holder | $200 | $3,331-94.0% | $2,828-92.9% | $13,390-98.5% |