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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 | $122,472 | $103,000+18.9% | $90,300+35.6% | $152,885-19.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 65.89% | 95.19%-29.3pp | 78.11%-12.2pp | 345.39%-279.5pp |
| Employer contribution / active EE | $3,258 | $3,138+3.8% | $2,854+14.2% | $4,763-31.6% |
| Participant deferral / active EE | $7,418 | $4,281+73.3% | $3,884+91.0% | $5,851+26.8% |
| Admin fee / account holder | $15 | $6,173-99.8% | $5,353-99.7% | $11,598-99.9% |