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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 | $107,508 | $118,708-9.4% | $98,920+8.7% | $158,982-32.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.18% | 372.49%-362.3pp | 196.47%-186.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $2,720 | $3,334-18.4% | $2,689+1.1% | $4,763-42.9% |
| Participant deferral / active EE | $7,204 | $5,089+41.6% | $4,245+69.7% | $5,983+20.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |