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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 | $104,636 | $108,942-4.0% | $100,415+4.2% | $145,897-28.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.36% | 58.27%-40.9pp | 49.47%-32.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,412 | $4,422-22.8% | $3,943-13.5% | $4,663-26.8% |
| Participant deferral / active EE | $12,895 | $8,461+52.4% | $8,091+59.4% | $6,689+92.8% |
| Admin fee / account holder | $128 | $9,702-98.7% | $7,906-98.4% | $13,390-99.0% |