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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 | $128,733 | $127,790+0.7% | $106,554+20.8% | $167,553-23.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.47% | 33.88%-25.4pp | 26.80%-18.3pp | 478.89%-470.4pp |
| Employer contribution / active EE | $3,065 | $3,427-10.6% | $2,819+8.7% | $4,840-36.7% |
| Participant deferral / active EE | $9,049 | $5,088+77.9% | $4,398+105.7% | $6,343+42.7% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,316-100.0% |