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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 | $93,851 | $106,918-12.2% | $84,021+11.7% | $152,897-38.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.47% | 105.01%-87.5pp | 71.32%-53.8pp | 345.43%-328.0pp |
| Employer contribution / active EE | $5,085 | $2,735+85.9% | $1,984+156.3% | $4,764+6.7% |
| Participant deferral / active EE | $12,505 | $4,012+211.7% | $3,239+286.1% | $5,851+113.7% |
| Admin fee / account holder | $51 | $8,288-99.4% | $6,102-99.2% | $11,599-99.6% |