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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 | $97,236 | $103,008-5.6% | $90,304+7.7% | $152,897-36.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.32% | 95.22%-76.9pp | 78.13%-59.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $3,764 | $3,139+19.9% | $2,855+31.8% | $4,764-21.0% |
| Participant deferral / active EE | $7,598 | $4,281+77.5% | $3,885+95.6% | $5,851+29.9% |
| Admin fee / account holder | $31 | $6,175-99.5% | $5,354-99.4% | $11,599-99.7% |