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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 | $134,525 | $112,121+20.0% | $95,960+40.2% | $158,966-15.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.51% | 171.16%-151.7pp | 91.63%-72.1pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,268 | $3,199-60.4% | $2,541-50.1% | $4,762-73.4% |
| Participant deferral / active EE | $5,307 | $4,784+10.9% | $4,167+27.4% | $5,983-11.3% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |