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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 | $106,054 | $107,363-1.2% | $92,909+14.1% | $152,897-30.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.57% | 145.63%-122.1pp | 109.44%-85.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,197 | $4,222-71.7% | $3,653-67.2% | $4,764-74.9% |
| Participant deferral / active EE | $6,811 | $4,848+40.5% | $4,238+60.7% | $5,851+16.4% |
| Admin fee / account holder | $3 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |