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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 | $141,624 | $112,933+25.4% | $90,970+55.7% | $158,982-10.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.74% | 215.82%-208.1pp | 134.60%-126.9pp | 302.99%-295.2pp |
| Employer contribution / active EE | $1,550 | $2,893-46.4% | $2,122-26.9% | $4,763-67.4% |
| Participant deferral / active EE | $5,593 | $4,128+35.5% | $3,373+65.8% | $5,983-6.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |