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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 | $112,320 | $104,937+7.0% | $84,628+32.7% | $152,897-26.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 24.33% | 373.88%-349.5pp | 258.80%-234.5pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,274 | $3,303-61.4% | $2,653-52.0% | $4,764-73.3% |
| Participant deferral / active EE | $12,500 | $4,690+166.5% | $3,900+220.5% | $5,851+113.6% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |