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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 | $116,412 | $118,869-2.1% | $96,575+20.5% | $167,518-30.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.09% | 50.49%-38.4pp | 37.79%-25.7pp | 478.71%-466.6pp |
| Employer contribution / active EE | $1,131 | $3,120-63.8% | $2,357-52.0% | $4,838-76.6% |
| Participant deferral / active EE | $6,500 | $4,616+40.8% | $3,849+68.9% | $6,342+2.5% |
| Admin fee / account holder | $78 | $8,067-99.0% | $6,182-98.7% | $12,312-99.4% |