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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 | $142,327 | $69,248+105.5% | $64,101+122.0% | $139,466+2.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.41% | 45.95%-32.5pp | 33.72%-20.3pp | 373.66%-360.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,862 | $4,682-38.9% | $3,881-26.3% | $6,712-57.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |