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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 | $122,527 | $109,904+11.5% | $97,167+26.1% | $145,959-16.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.38% | 243.43%-234.1pp | 75.27%-65.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,494 | $3,084-19.1% | $2,729-8.6% | $4,661-46.5% |
| Participant deferral / active EE | $4,737 | $4,676+1.3% | $4,264+11.1% | $6,689-29.2% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |