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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 | $89,181 | $93,346-4.5% | $71,796+24.2% | $273,972-67.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.06% | 130.39%-128.3pp | 78.04%-76.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $8,994 | $2,733+229.0% | $1,924+367.3% | $4,869+84.7% |
| Participant deferral / active EE | $9,300 | $3,475+167.6% | $2,794+232.8% | $5,287+75.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |