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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 | $133,033 | $154,209-13.7% | $130,062+2.3% | $139,487-4.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.67% | 32.52%-4.9pp | -137.37%+165.0pp | 373.84%-346.2pp |
| Employer contribution / active EE | $21,080 | $5,292+298.3% | $4,322+387.7% | $4,755+343.3% |
| Participant deferral / active EE | $13,969 | $6,709+108.2% | $5,821+140.0% | $6,713+108.1% |
| Admin fee / account holder | $12 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |