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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 | $61,089 | $93,346-34.6% | $71,796-14.9% | $273,972-77.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.91% | 130.39%-124.5pp | 78.04%-72.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $7,945 | $2,733+190.7% | $1,924+312.9% | $4,869+63.2% |
| Participant deferral / active EE | $5,162 | $3,475+48.5% | $2,794+84.7% | $5,287-2.4% |
| Admin fee / account holder | $223 | $6,571-96.6% | $4,815-95.4% | $10,133-97.8% |