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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 | $98,839 | $112,131-11.9% | $95,964+3.0% | $158,982-37.8% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 18.95% | 171.19%-152.2pp | 91.64%-72.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $2,133 | $3,199-33.3% | $2,541-16.1% | $4,763-55.2% |
| Participant deferral / active EE | $8,907 | $4,784+86.2% | $4,167+113.8% | $5,983+48.9% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |