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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 | $100,073-17.3% | $85,126-2.8% | $145,877-43.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 84.11%-70.5pp | 66.63%-53.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $534 | $3,236-83.5% | $2,731-80.5% | $4,663-88.6% |
| Participant deferral / active EE | $3,900 | $5,294-26.3% | $4,523-13.8% | $6,691-41.7% |
| Admin fee / account holder | $85 | $7,261-98.8% | $6,160-98.6% | $13,402-99.4% |