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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 | $112,129 | $111,785+0.3% | $93,669+19.7% | $145,877-23.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.05% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,850 | $3,096-40.2% | $2,424-23.7% | $4,663-60.3% |
| Participant deferral / active EE | $11,336 | $4,919+130.5% | $4,416+156.7% | $6,691+69.4% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.8% |