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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 | $52,071 | $103,000-49.4% | $90,300-42.3% | $152,885-65.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.31% | 95.19%-66.9pp | 78.11%-49.8pp | 345.39%-317.1pp |
| Employer contribution / active EE | $2,724 | $3,138-13.2% | $2,854-4.5% | $4,763-42.8% |
| Participant deferral / active EE | $5,574 | $4,281+30.2% | $3,884+43.5% | $5,851-4.7% |
| Admin fee / account holder | $92 | $6,173-98.5% | $5,353-98.3% | $11,598-99.2% |