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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 | $85,174 | $157,296-45.9% | $141,191-39.7% | $152,897-44.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.78% | 64.34%-44.6pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,311 | $5,262-75.1% | $4,736-72.3% | $4,764-72.5% |
| Participant deferral / active EE | $3,279 | $7,111-53.9% | $6,710-51.1% | $5,851-44.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |