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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 | $150,346-17.2% | $120,524+3.3% | $145,877-14.6% |
| Participation rate | 79.2% | 78.8%+0.4pp | 71.9%+7.2pp | 80.3%-1.1pp |
| Annual return | 11.91% | 154.40%-142.5pp | 107.36%-95.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,312 | $4,353-69.8% | $3,469-62.2% | $4,663-71.9% |
| Participant deferral / active EE | $3,366 | $6,172-45.5% | $4,994-32.6% | $6,691-49.7% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |