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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 | $92,320 | $109,344-15.6% | $89,400+3.3% | $158,950-41.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.81% | 345.73%-327.9pp | 245.64%-227.8pp | 302.91%-285.1pp |
| Employer contribution / active EE | $446 | $3,170-85.9% | $2,586-82.8% | $4,762-90.6% |
| Participant deferral / active EE | $1,081 | $4,599-76.5% | $3,890-72.2% | $5,983-81.9% |
| Admin fee / account holder | $42 | $6,154-99.3% | $4,882-99.1% | $11,248-99.6% |