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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 | $130,592 | $124,346+5.0% | $111,308+17.3% | $167,536-22.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.09% | 37.45%-25.4pp | 54.67%-42.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $5,318 | $3,437+54.7% | $2,732+94.7% | $4,839+9.9% |
| Participant deferral / active EE | $5,037 | $5,182-2.8% | $4,487+12.2% | $6,342-20.6% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |