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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 | $102,429-26.4% | $147,096-48.7% | $80,925-6.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.24% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $3,769 | $3,716+1.4% | $4,936-23.6% | $2,756+36.8% |
| Participant deferral / active EE | $2,893 | $6,649-56.5% | $8,071-64.2% | $4,299-32.7% |
| Admin fee / account holder | $87 | $7,957-98.9% | $13,005-99.3% | $6,940-98.8% |