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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 | $83,013 | $107,934-23.1% | $91,989-9.8% | $152,870-45.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.86% | 89.25%-66.4pp | 69.02%-46.2pp | 345.34%-322.5pp |
| Employer contribution / active EE | $2,603 | $4,210-38.2% | $3,452-24.6% | $4,763-45.3% |
| Participant deferral / active EE | $7,323 | $6,364+15.1% | $5,923+23.6% | $5,850+25.2% |
| Admin fee / account holder | $137 | $10,520-98.7% | $7,743-98.2% | $11,597-98.8% |