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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 | $150,207-13.1% | $120,380+8.4% | $145,978-10.6% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 14.29% | 154.28%-140.0pp | 107.28%-93.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $3,411 | $4,351-21.6% | $3,465-1.5% | $4,662-26.8% |
| Participant deferral / active EE | $10,054 | $6,175+62.8% | $4,992+101.4% | $6,690+50.3% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |