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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 | $97,898 | $157,304-37.8% | $141,197-30.7% | $152,909-36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.24% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,611 | $5,263-69.4% | $4,736-66.0% | $4,764-66.2% |
| Participant deferral / active EE | $5,251 | $7,111-26.2% | $6,710-21.7% | $5,851-10.3% |
| Admin fee / account holder | $86 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |