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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 | $80,564 | $99,652-19.2% | $78,778+2.3% | $147,586-45.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.75% | 47.28%-31.5pp | 35.62%-19.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,629 | $2,796-41.7% | $1,986-18.0% | $4,876-66.6% |
| Participant deferral / active EE | $4,898 | $3,664+33.7% | $2,958+65.6% | $5,439-9.9% |
| Admin fee / account holder | $25 | $7,155-99.6% | $5,134-99.5% | $10,886-99.8% |