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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 | $77,089 | $111,535-30.9% | $105,223-26.7% | $137,256-43.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.42% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $10,000 | $3,939+153.8% | $3,689+171.1% | $4,156+140.6% |
| Participant deferral / active EE | $4,671 | $5,500-15.1% | $5,072-7.9% | $6,407-27.1% |
| Admin fee / account holder | $5 | $9,721-100.0% | $8,859-99.9% | $12,270-100.0% |