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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 | $39,399 | $81,696-51.8% | $70,494-44.1% | $158,982-75.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.62% | 208.70%-193.1pp | 109.16%-93.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $12,518 | $3,220+288.8% | $2,738+357.2% | $4,763+162.8% |
| Participant deferral / active EE | $8,011 | $4,558+75.8% | $3,711+115.9% | $5,983+33.9% |
| Admin fee / account holder | $199 | $6,200-96.8% | $3,848-94.8% | $11,252-98.2% |