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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 | $72,824 | $101,618-28.3% | $93,063-21.7% | $137,256-46.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.72% | 223.95%-201.2pp | 34.15%-11.4pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,150 | $2,707+16.4% | $2,476+27.2% | $4,156-24.2% |
| Participant deferral / active EE | $3,150 | $4,279-26.4% | $3,958-20.4% | $6,407-50.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |