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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 | $128,067 | $150,207-14.7% | $120,380+6.4% | $145,978-12.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.31% | 154.28%-134.0pp | 107.28%-87.0pp | 550.52%-530.2pp |
| Employer contribution / active EE | $2,903 | $4,351-33.3% | $3,465-16.2% | $4,662-37.7% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |