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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 | $70,529 | $99,079-28.8% | $78,002-9.6% | $273,972-74.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.09% | 217.93%-209.8pp | 425.99%-417.9pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,641 | $3,308+10.1% | $2,470+47.4% | $4,869-25.2% |
| Participant deferral / active EE | $3,675 | $4,306-14.7% | $3,497+5.1% | $5,287-30.5% |
| Admin fee / account holder | $119 | $8,954-98.7% | $5,481-97.8% | $10,133-98.8% |