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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 | $87,485 | $150,435-41.8% | $120,580-27.4% | $145,897-40.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 72.0%+18.0pp | 80.3%+9.7pp |
| Annual return | 12.61% | 154.60%-142.0pp | 107.48%-94.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,500 | $4,352-42.6% | $3,469-27.9% | $4,663-46.4% |
| Participant deferral / active EE | $3,390 | $6,174-45.1% | $4,995-32.1% | $6,689-49.3% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |