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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 | $158,242 | $183,592-13.8% | $155,574+1.7% | $145,877+8.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.23% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,700 | $5,317-49.2% | $4,676-42.3% | $4,663-42.1% |
| Participant deferral / active EE | $5,625 | $6,466-13.0% | $5,629-0.1% | $6,691-15.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |