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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 | $118,872 | $104,937+13.3% | $84,628+40.5% | $152,897-22.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.72% | 373.88%-351.2pp | 258.80%-236.1pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,090 | $3,303-67.0% | $2,653-58.9% | $4,764-77.1% |
| Participant deferral / active EE | $10,553 | $4,690+125.0% | $3,900+170.6% | $5,851+80.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |