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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 | $126,196 | $96,123+31.3% | $77,361+63.1% | $198,609-36.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 12.05% | 2054.81%-2042.8pp | 1011.54%-999.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $3,982 | $3,791+5.1% | $2,990+33.2% | $5,055-21.2% |
| Participant deferral / active EE | $3,983 | $4,975-19.9% | $3,911+1.8% | $6,977-42.9% |
| Admin fee / account holder | $300 | $9,471-96.8% | $5,894-94.9% | $19,030-98.4% |