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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 | $126,723 | $157,304-19.4% | $141,197-10.3% | $152,909-17.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.29% | 64.34%-45.1pp | 71.41%-52.1pp | 345.46%-326.2pp |
| Employer contribution / active EE | $10,212 | $5,263+94.1% | $4,736+115.6% | $4,764+114.4% |
| Participant deferral / active EE | $5,945 | $7,111-16.4% | $6,710-11.4% | $5,851+1.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |