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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 | $142,244 | $111,878+27.1% | $93,727+51.8% | $145,897-2.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 68.37% | 204.28%-135.9pp | 133.83%-65.5pp | 552.29%-483.9pp |
| Employer contribution / active EE | $1,432 | $3,092-53.7% | $2,421-40.9% | $4,663-69.3% |
| Participant deferral / active EE | $1,849 | $4,920-62.4% | $4,417-58.1% | $6,689-72.4% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,292-99.8% | $13,390-99.8% |