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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 | $79,667 | $102,638-22.4% | $81,991-2.8% | $158,966-49.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 13.71% | 61.05%-47.3pp | 41.31%-27.6pp | 302.95%-289.2pp |
| Employer contribution / active EE | $1,315 | $3,241-59.4% | $2,498-47.4% | $4,762-72.4% |
| Participant deferral / active EE | $2,951 | $4,649-36.5% | $3,722-20.7% | $5,983-50.7% |
| Admin fee / account holder | $1 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |