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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 | $118,950 | $183,539-35.2% | $155,556-23.5% | $145,897-18.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,380 | $5,315-55.2% | $4,675-49.1% | $4,663-49.0% |
| Participant deferral / active EE | $4,436 | $6,467-31.4% | $5,631-21.2% | $6,689-33.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |