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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 | $79,531 | $99,652-20.2% | $78,778+1.0% | $147,586-46.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.42% | 47.28%-32.9pp | 35.62%-21.2pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,703 | $2,796-39.1% | $1,986-14.2% | $4,876-65.1% |
| Participant deferral / active EE | $7,920 | $3,664+116.2% | $2,958+167.7% | $5,439+45.6% |
| Admin fee / account holder | $139 | $7,155-98.1% | $5,134-97.3% | $10,886-98.7% |