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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 | $62,258 | $100,203-37.9% | $85,240-27.0% | $145,897-57.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 84.28%-73.3pp | 66.75%-55.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $2,623 | $3,242-19.1% | $2,735-4.1% | $4,663-43.8% |
| Participant deferral / active EE | $5,702 | $5,299+7.6% | $4,527+26.0% | $6,689-14.8% |
| Admin fee / account holder | $27 | $7,265-99.6% | $6,165-99.6% | $13,390-99.8% |