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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 | $134,787 | $183,539-26.6% | $155,556-13.4% | $145,897-7.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.29% | 61.31%-43.0pp | 64.84%-46.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $2,664 | $5,315-49.9% | $4,675-43.0% | $4,663-42.9% |
| Participant deferral / active EE | $14,365 | $6,467+122.1% | $5,631+155.1% | $6,689+114.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |