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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 | $104,748 | $109,967-4.7% | $97,197+7.8% | $145,877-28.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.82% | 244.27%-228.4pp | 75.47%-59.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,843 | $3,077-40.1% | $2,723-32.3% | $4,663-60.5% |
| Participant deferral / active EE | $3,538 | $4,676-24.3% | $4,263-17.0% | $6,691-47.1% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |