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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 | $124,554 | $150,435-17.2% | $120,580+3.3% | $145,897-14.6% |
| Participation rate | 79.2% | 78.8%+0.4pp | 72.0%+7.2pp | 80.3%-1.1pp |
| Annual return | 11.91% | 154.60%-142.7pp | 107.48%-95.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,312 | $4,352-69.8% | $3,469-62.2% | $4,663-71.9% |
| Participant deferral / active EE | $3,366 | $6,174-45.5% | $4,995-32.6% | $6,689-49.7% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |