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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 | $79,090 | $112,131-29.5% | $95,964-17.6% | $158,982-50.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.00% | 171.19%-159.2pp | 91.64%-79.6pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,084 | $3,199-34.8% | $2,541-18.0% | $4,763-56.2% |
| Participant deferral / active EE | $6,105 | $4,784+27.6% | $4,167+46.5% | $5,983+2.0% |
| Admin fee / account holder | $4 | $10,136-100.0% | $6,797-99.9% | $11,252-100.0% |