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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 | $150,412-17.2% | $120,574+3.3% | $145,884-14.6% |
| Participation rate | 79.2% | 78.8%+0.4pp | 71.9%+7.2pp | 80.3%-1.1pp |
| Annual return | 11.91% | 154.50%-142.6pp | 107.42%-95.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,312 | $4,355-69.9% | $3,471-62.2% | $4,662-71.9% |
| Participant deferral / active EE | $3,366 | $6,175-45.5% | $4,996-32.6% | $6,690-49.7% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |