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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 | $100,297 | $106,008-5.4% | $92,240+8.7% | $147,586-32.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 31.05% | 50.05%-19.0pp | 176.29%-145.2pp | 578.59%-547.5pp |
| Employer contribution / active EE | $4,446 | $4,333+2.6% | $3,680+20.8% | $4,876-8.8% |
| Participant deferral / active EE | $12,339 | $4,478+175.5% | $3,897+216.6% | $5,439+126.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |