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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 | $186,429 | $111,878+66.6% | $93,727+98.9% | $145,897+27.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.07% | 204.28%-191.2pp | 133.83%-120.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,380 | $3,092-55.4% | $2,421-43.0% | $4,663-70.4% |
| Participant deferral / active EE | $6,259 | $4,920+27.2% | $4,417+41.7% | $6,689-6.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |