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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 | $129,138 | $102,422+26.1% | $147,117-12.2% | $80,959+59.5% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 12.55% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,158 | $3,717-15.1% | $4,932-36.0% | $2,757+14.5% |
| Participant deferral / active EE | $9,118 | $6,652+37.1% | $8,065+13.1% | $4,300+112.0% |
| Admin fee / account holder | $1 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |