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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 | $110,224 | $112,915-2.4% | $90,965+21.2% | $158,950-30.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.91% | 215.75%-199.8pp | 134.57%-118.7pp | 302.91%-287.0pp |
| Employer contribution / active EE | $2,009 | $2,894-30.6% | $2,122-5.4% | $4,762-57.8% |
| Participant deferral / active EE | $4,492 | $4,128+8.8% | $3,373+33.2% | $5,983-24.9% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |