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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 | $96,134 | $106,905-10.1% | $84,020+14.4% | $152,885-37.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 15.69% | 105.00%-89.3pp | 71.31%-55.6pp | 345.39%-329.7pp |
| Employer contribution / active EE | $5,068 | $2,735+85.3% | $1,984+155.5% | $4,763+6.4% |
| Participant deferral / active EE | $9,374 | $4,012+133.7% | $3,239+189.4% | $5,851+60.2% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |