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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 | $67,952 | $107,363-36.7% | $92,909-26.9% | $152,897-55.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.64% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,688 | $4,222-36.3% | $3,653-26.4% | $4,764-43.6% |
| Participant deferral / active EE | $6,022 | $4,848+24.2% | $4,238+42.1% | $5,851+2.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |