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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 | $114,519 | $107,944+6.1% | $91,994+24.5% | $152,885-25.1% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 24.91% | 89.26%-64.3pp | 69.03%-44.1pp | 345.39%-320.5pp |
| Employer contribution / active EE | $1,520 | $4,210-63.9% | $3,452-56.0% | $4,763-68.1% |
| Participant deferral / active EE | $7,467 | $6,365+17.3% | $5,923+26.1% | $5,851+27.6% |
| Admin fee / account holder | $19 | $10,521-99.8% | $7,743-99.8% | $11,598-99.8% |