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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 | $128,791 | $132,099-2.5% | $115,599+11.4% | $138,895-7.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.56% | 176.76%-162.2pp | 111.10%-96.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $10,754 | $3,416+214.8% | $2,955+263.9% | $4,194+156.4% |
| Participant deferral / active EE | $5,150 | $5,617-8.3% | $4,889+5.3% | $6,396-19.5% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |