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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 | $97,896 | $111,878-12.5% | $93,727+4.4% | $145,897-32.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.93% | 204.28%-188.3pp | 133.83%-117.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,177 | $3,092-61.9% | $2,421-51.4% | $4,663-74.8% |
| Participant deferral / active EE | $2,943 | $4,920-40.2% | $4,417-33.4% | $6,689-56.0% |
| Admin fee / account holder | $168 | $10,256-98.4% | $8,292-98.0% | $13,390-98.7% |