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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 | $77,189 | $67,823+13.8% | $52,425+47.2% | $137,256-43.8% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 23.03% | 219.11%-196.1pp | 302.12%-279.1pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,584 | $1,163+36.2% | $914+73.3% | $4,156-61.9% |
| Participant deferral / active EE | $17,571 | $2,288+668.0% | $1,790+881.4% | $6,407+174.3% |
| Admin fee / account holder | $100 | $2,844-96.5% | $2,495-96.0% | $12,270-99.2% |