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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 | $130,132 | $106,905+21.7% | $84,020+54.9% | $152,885-14.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.02% | 105.00%-86.0pp | 71.31%-52.3pp | 345.39%-326.4pp |
| Employer contribution / active EE | $2,348 | $2,735-14.1% | $1,984+18.4% | $4,763-50.7% |
| Participant deferral / active EE | $4,390 | $4,012+9.4% | $3,239+35.5% | $5,851-25.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |