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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 | $71,517 | $108,882-34.3% | $96,754-26.1% | $154,746-53.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.24% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,529 | $3,018-16.2% | $2,679-5.6% | $4,379-42.2% |
| Participant deferral / active EE | $4,690 | $5,323-11.9% | $4,758-1.4% | $6,730-30.3% |
| Admin fee / account holder | $276 | $10,200-97.3% | $8,905-96.9% | $14,365-98.1% |