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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 | $107,382 | $183,539-41.5% | $155,556-31.0% | $145,897-26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,719 | $5,315-48.8% | $4,675-41.8% | $4,663-41.7% |
| Participant deferral / active EE | $6,992 | $6,467+8.1% | $5,631+24.2% | $6,689+4.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |