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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 | $120,192 | $150,435-20.1% | $120,580-0.3% | $145,897-17.6% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 13.61% | 154.60%-141.0pp | 107.48%-93.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,816 | $4,352-58.3% | $3,469-47.7% | $4,663-61.1% |
| Participant deferral / active EE | $2,400 | $6,174-61.1% | $4,995-52.0% | $6,689-64.1% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |