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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 | $102,196 | $102,422-0.2% | $147,117-30.5% | $80,959+26.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 13.52% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,729 | $3,717-26.6% | $4,932-44.7% | $2,757-1.0% |
| Participant deferral / active EE | $9,343 | $6,652+40.5% | $8,065+15.9% | $4,300+117.3% |
| Admin fee / account holder | $193 | $7,953-97.6% | $12,993-98.5% | $6,925-97.2% |