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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 | $130,470 | $150,435-13.3% | $120,580+8.2% | $145,897-10.6% |
| Participation rate | 70.0% | 78.8%-8.8pp | 72.0%-2.0pp | 80.3%-10.3pp |
| Annual return | 14.29% | 154.60%-140.3pp | 107.48%-93.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,411 | $4,352-21.6% | $3,469-1.7% | $4,663-26.8% |
| Participant deferral / active EE | $10,054 | $6,174+62.8% | $4,995+101.3% | $6,689+50.3% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |