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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 | $93,730 | $103,038-9.0% | $90,324+3.8% | $152,909-38.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 31.24% | 95.25%-64.0pp | 78.15%-46.9pp | 345.46%-314.2pp |
| Employer contribution / active EE | $16,565 | $3,141+427.4% | $2,856+480.0% | $4,764+247.7% |
| Participant deferral / active EE | $8,057 | $4,282+88.2% | $3,885+107.4% | $5,851+37.7% |
| Admin fee / account holder | $74 | $6,177-98.8% | $5,356-98.6% | $11,601-99.4% |