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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 | $117,188 | $81,664+43.5% | $70,476+66.3% | $158,966-26.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.89% | 208.59%-193.7pp | 109.12%-94.2pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,265 | $3,219-60.7% | $2,738-53.8% | $4,762-73.4% |
| Participant deferral / active EE | $3,221 | $4,556-29.3% | $3,710-13.2% | $5,983-46.2% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |