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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 | $85,683 | $110,830-22.7% | $86,625-1.1% | $167,553-48.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.14% | 116.99%-102.8pp | 63.52%-49.4pp | 478.89%-464.8pp |
| Employer contribution / active EE | $2,825 | $3,245-13.0% | $2,496+13.2% | $4,840-41.6% |
| Participant deferral / active EE | $5,448 | $4,548+19.8% | $3,700+47.3% | $6,343-14.1% |
| Admin fee / account holder | $212 | $8,420-97.5% | $5,830-96.4% | $12,316-98.3% |