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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 | $72,357 | $103,008-29.8% | $90,304-19.9% | $152,897-52.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.87% | 95.22%-77.4pp | 78.13%-60.3pp | 345.43%-327.6pp |
| Employer contribution / active EE | $7,834 | $3,139+149.5% | $2,855+174.4% | $4,764+64.5% |
| Participant deferral / active EE | $2,334 | $4,281-45.5% | $3,885-39.9% | $5,851-60.1% |
| Admin fee / account holder | $130 | $6,175-97.9% | $5,354-97.6% | $11,599-98.9% |