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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 | $150,207-20.0% | $120,380-0.2% | $145,978-17.7% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 13.61% | 154.28%-140.7pp | 107.28%-93.7pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,816 | $4,351-58.3% | $3,465-47.6% | $4,662-61.0% |
| Participant deferral / active EE | $2,400 | $6,175-61.1% | $4,992-51.9% | $6,690-64.1% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |