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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 | $104,999 | $150,207-30.1% | $120,380-12.8% | $145,978-28.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 154.28%-140.2pp | 107.28%-93.2pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,702 | $4,351-37.9% | $3,465-22.0% | $4,662-42.0% |
| Participant deferral / active EE | $12,665 | $6,175+105.1% | $4,992+153.7% | $6,690+89.3% |
| Admin fee / account holder | $125 | $12,203-99.0% | $9,421-98.7% | $13,400-99.1% |