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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 | $135,893 | $112,121+21.2% | $95,960+41.6% | $158,966-14.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 22.53% | 171.16%-148.6pp | 91.63%-69.1pp | 302.95%-280.4pp |
| Employer contribution / active EE | $1,457 | $3,199-54.5% | $2,541-42.7% | $4,762-69.4% |
| Participant deferral / active EE | $3,380 | $4,784-29.4% | $4,167-18.9% | $5,983-43.5% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |