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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 | $124,073 | $69,118+79.5% | $53,647+131.3% | $138,895-10.7% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 75.32% | 248.26%-172.9pp | 358.33%-283.0pp | 145.39%-70.1pp |
| Employer contribution / active EE | $1,194 | $1,189+0.4% | $962+24.1% | $4,194-71.5% |
| Participant deferral / active EE | $2,510 | $2,274+10.4% | $1,813+38.4% | $6,396-60.8% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |