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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 | $96,466 | $107,363-10.1% | $92,909+3.8% | $152,897-36.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.70% | 145.63%-128.9pp | 109.44%-92.7pp | 345.43%-328.7pp |
| Employer contribution / active EE | $1,269 | $4,222-69.9% | $3,653-65.3% | $4,764-73.4% |
| Participant deferral / active EE | $13,010 | $4,848+168.4% | $4,238+207.0% | $5,851+122.3% |
| Admin fee / account holder | $201 | $7,082-97.2% | $5,795-96.5% | $11,599-98.3% |