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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 | $138,067 | $110,093+25.4% | $97,295+41.9% | $145,897-5.4% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.2pp | 80.3%+1.5pp |
| Annual return | 14.85% | 244.76%-229.9pp | 75.62%-60.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $4,346 | $3,077+41.2% | $2,723+59.6% | $4,663-6.8% |
| Participant deferral / active EE | $10,854 | $4,678+132.0% | $4,264+154.6% | $6,689+62.3% |
| Admin fee / account holder | $25 | $6,212-99.6% | $5,646-99.6% | $13,390-99.8% |