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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 | $80,006 | $83,337-4.0% | $67,834+17.9% | $273,972-70.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.03% | 259.45%-252.4pp | 138.47%-131.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,549 | $3,287-22.5% | $2,403+6.1% | $4,869-47.6% |
| Participant deferral / active EE | $2,813 | $4,088-31.2% | $3,160-11.0% | $5,287-46.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |