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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 | $109,004 | $118,708-8.2% | $98,920+10.2% | $158,966-31.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.05% | 372.49%-342.4pp | 196.47%-166.4pp | 302.95%-272.9pp |
| Employer contribution / active EE | $2,102 | $3,334-37.0% | $2,689-21.8% | $4,762-55.9% |
| Participant deferral / active EE | $11,307 | $5,089+122.2% | $4,245+166.4% | $5,983+89.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |