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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 | $136,551 | $112,121+21.8% | $95,960+42.3% | $158,966-14.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.39% | 171.16%-154.8pp | 91.63%-75.2pp | 302.95%-286.6pp |
| Employer contribution / active EE | $1,113 | $3,199-65.2% | $2,541-56.2% | $4,762-76.6% |
| Participant deferral / active EE | $6,092 | $4,784+27.3% | $4,167+46.2% | $5,983+1.8% |
| Admin fee / account holder | $3 | $10,135-100.0% | $6,797-99.9% | $11,250-100.0% |