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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 | $86,877 | $114,093-23.9% | $96,171-9.7% | $167,536-48.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.24% | 190.00%-175.8pp | 192.04%-177.8pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,119 | $3,429-9.1% | $2,799+11.4% | $4,839-35.6% |
| Participant deferral / active EE | $12,162 | $5,197+134.0% | $4,350+179.6% | $6,342+91.8% |
| Admin fee / account holder | $5 | $6,899-99.9% | $5,538-99.9% | $12,315-100.0% |