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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 | $82,000 | $129,737-36.8% | $119,126-31.2% | $154,746-47.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.05% | 379.08%-364.0pp | 282.11%-267.1pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,033 | $4,375-30.7% | $4,034-24.8% | $4,379-30.8% |
| Participant deferral / active EE | $13,115 | $5,842+124.5% | $5,318+146.6% | $6,730+94.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |