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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 | $90,408 | $100,203-9.8% | $85,240+6.1% | $145,897-38.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.98% | 84.28%-66.3pp | 66.75%-48.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $3,307 | $3,242+2.0% | $2,735+20.9% | $4,663-29.1% |
| Participant deferral / active EE | $8,267 | $5,299+56.0% | $4,527+82.6% | $6,689+23.6% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |