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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 | $97,199 | $70,121+38.6% | $63,803+52.3% | $138,895-30.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.88% | 946.48%-930.6pp | 543.72%-527.8pp | 145.39%-129.5pp |
| Employer contribution / active EE | $3,167 | $2,882+9.9% | $2,532+25.1% | $4,194-24.5% |
| Participant deferral / active EE | $8,724 | $4,535+92.4% | $3,843+127.0% | $6,396+36.4% |
| Admin fee / account holder | $117 | $6,738-98.3% | $5,196-97.7% | $12,562-99.1% |