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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 | $122,446 | $84,149+45.5% | $76,080+60.9% | $167,553-26.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 14.87% | 54.99%-40.1pp | 42.50%-27.6pp | 478.89%-464.0pp |
| Employer contribution / active EE | $3,258 | $4,618-29.5% | $3,962-17.8% | $4,840-32.7% |
| Participant deferral / active EE | $5,429 | $5,796-6.3% | $4,905+10.7% | $6,343-14.4% |
| Admin fee / account holder | $20 | $6,410-99.7% | $4,883-99.6% | $12,316-99.8% |