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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 | $82,014 | $111,830-26.7% | $93,696-12.5% | $145,884-43.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.68% | 204.08%-187.4pp | 133.74%-117.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $4,834 | $3,093+56.3% | $2,422+99.6% | $4,662+3.7% |
| Participant deferral / active EE | $6,833 | $4,920+38.9% | $4,417+54.7% | $6,690+2.1% |
| Admin fee / account holder | $192 | $10,249-98.1% | $8,287-97.7% | $13,392-98.6% |