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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 | $106,654 | $102,422+4.1% | $147,117-27.5% | $80,959+31.7% |
| Participation rate | 75.8% | 75.9%-0.1pp | 82.2%-6.4pp | 67.7%+8.1pp |
| Annual return | 12.07% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,785 | $3,717-25.1% | $4,932-43.5% | $2,757+1.0% |
| Participant deferral / active EE | $6,197 | $6,652-6.8% | $8,065-23.2% | $4,300+44.1% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |