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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 | $60,202 | $166,131-63.8% | $164,975-63.5% | $145,877-58.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.54% | 100.37%-89.8pp | 70.12%-59.6pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,980 | $5,276-43.5% | $4,343-31.4% | $4,663-36.1% |
| Participant deferral / active EE | $5,809 | $6,962-16.6% | $6,033-3.7% | $6,691-13.2% |
| Admin fee / account holder | $137 | $16,648-99.2% | $12,688-98.9% | $13,402-99.0% |