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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 | $73,047 | $105,210-30.6% | $159,487-54.2% | $85,851-14.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.21% | 45.08%-28.9pp | 263.71%-247.5pp | 318.63%-302.4pp |
| Employer contribution / active EE | $4,851 | $3,319+46.1% | $4,831+0.4% | $2,565+89.1% |
| Participant deferral / active EE | $8,528 | $5,946+43.4% | $7,354+16.0% | $3,952+115.8% |
| Admin fee / account holder | $247 | $6,934-96.4% | $10,804-97.7% | $6,261-96.1% |