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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 | $82,711 | $100,203-17.5% | $85,240-3.0% | $145,897-43.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 84.28%-70.7pp | 66.75%-53.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $534 | $3,242-83.5% | $2,735-80.5% | $4,663-88.6% |
| Participant deferral / active EE | $3,900 | $5,299-26.4% | $4,527-13.9% | $6,689-41.7% |
| Admin fee / account holder | $85 | $7,265-98.8% | $6,165-98.6% | $13,390-99.4% |