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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 | $67,104 | $112,121-40.2% | $95,960-30.1% | $158,966-57.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.13% | 171.16%-151.0pp | 91.63%-71.5pp | 302.95%-282.8pp |
| Employer contribution / active EE | $2,307 | $3,199-27.9% | $2,541-9.2% | $4,762-51.6% |
| Participant deferral / active EE | $6,078 | $4,784+27.0% | $4,167+45.9% | $5,983+1.6% |
| Admin fee / account holder | $83 | $10,135-99.2% | $6,797-98.8% | $11,250-99.3% |