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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 | $59,547 | $70,366-15.4% | $66,674-10.7% | $138,895-57.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.97% | 386.41%-371.4pp | 321.24%-306.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,600 | $2,765-42.1% | $2,620-38.9% | $4,194-61.9% |
| Participant deferral / active EE | $6,995 | $4,374+59.9% | $4,084+71.3% | $6,396+9.4% |
| Admin fee / account holder | $132 | $5,262-97.5% | $5,098-97.4% | $12,562-99.0% |