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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 | $81,591 | $166,020-50.9% | $164,866-50.5% | $145,959-44.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 39.51% | 100.08%-60.6pp | 69.97%-30.5pp | 561.95%-522.4pp |
| Employer contribution / active EE | $4,231 | $5,275-19.8% | $4,343-2.6% | $4,661-9.2% |
| Participant deferral / active EE | $13,466 | $6,961+93.5% | $6,033+123.2% | $6,689+101.3% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |