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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 | $118,076 | $99,079+19.2% | $78,002+51.4% | $273,972-56.9% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.5%-1.8pp | 83.0%-9.3pp |
| Annual return | 6.61% | 217.93%-211.3pp | 425.99%-419.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,030 | $3,308-38.6% | $2,470-17.8% | $4,869-58.3% |
| Participant deferral / active EE | $4,379 | $4,306+1.7% | $3,497+25.2% | $5,287-17.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |