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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 | $84,653 | $111,785-24.3% | $93,669-9.6% | $145,877-42.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.67% | 203.79%-177.1pp | 133.59%-106.9pp | 551.28%-524.6pp |
| Employer contribution / active EE | $1,723 | $3,096-44.4% | $2,424-28.9% | $4,663-63.1% |
| Participant deferral / active EE | $6,688 | $4,919+36.0% | $4,416+51.4% | $6,6910% |
| Admin fee / account holder | $55 | $10,256-99.5% | $8,291-99.3% | $13,402-99.6% |