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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 | $82,926 | $103,038-19.5% | $90,324-8.2% | $152,909-45.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.84% | 95.25%-68.4pp | 78.15%-51.3pp | 345.46%-318.6pp |
| Employer contribution / active EE | $1,837 | $3,141-41.5% | $2,856-35.7% | $4,764-61.4% |
| Participant deferral / active EE | $8,004 | $4,282+86.9% | $3,885+106.0% | $5,851+36.8% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |