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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 | $126,516 | $115,866+9.2% | $65,328+93.7% | $139,456-9.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 16.22% | 31.21%-15.0pp | 47.39%-31.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $682 | $2,600-73.8% | $1,692-59.7% | $4,753-85.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |