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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 | $152,678 | $45,082+238.7% | $69,464+119.8% | $72,975+109.2% |
| Participation rate | 74.1% | 68.5%+5.6pp | 74.6%-0.5pp | 69.5%+4.6pp |
| Annual return | 121.03% | 22.66%+98.4pp | 28.98%+92.0pp | 81.01%+40.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |