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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 | $75,417 | $102,382-26.3% | $147,005-48.7% | $80,874-6.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.24% | 134.89%-122.7pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,769 | $3,715+1.5% | $4,934-23.6% | $2,756+36.8% |
| Participant deferral / active EE | $2,893 | $6,646-56.5% | $8,070-64.1% | $4,297-32.7% |
| Admin fee / account holder | $87 | $7,942-98.9% | $13,006-99.3% | $6,935-98.8% |