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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 | $109,967+25.6% | $97,197+42.0% | $145,877-5.4% |
| Participation rate | 81.8% | 76.0%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 14.85% | 244.27%-229.4pp | 75.47%-60.6pp | 551.28%-536.4pp |
| Employer contribution / active EE | $4,346 | $3,077+41.3% | $2,723+59.6% | $4,663-6.8% |
| Participant deferral / active EE | $10,854 | $4,676+132.1% | $4,263+154.6% | $6,691+62.2% |
| Admin fee / account holder | $25 | $6,199-99.6% | $5,637-99.6% | $13,402-99.8% |