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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 | $80,972 | $125,237-35.3% | $105,608-23.3% | $145,877-44.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 34.07% | 225.76%-191.7pp | 116.50%-82.4pp | 551.28%-517.2pp |
| Employer contribution / active EE | $2,051 | $3,720-44.9% | $3,167-35.2% | $4,663-56.0% |
| Participant deferral / active EE | $9,678 | $5,711+69.5% | $5,010+93.2% | $6,691+44.7% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |