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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 | $81,345 | $107,941-24.6% | $91,994-11.6% | $152,897-46.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.05% | 89.28%-66.2pp | 69.04%-46.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,428 | $4,212-18.6% | $3,453-0.7% | $4,764-28.0% |
| Participant deferral / active EE | $5,592 | $6,366-12.1% | $5,924-5.6% | $5,851-4.4% |
| Admin fee / account holder | $83 | $10,521-99.2% | $7,744-98.9% | $11,599-99.3% |