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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 | $45,665 | $100,073-54.4% | $85,126-46.4% | $145,877-68.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.41% | 84.11%-74.7pp | 66.63%-57.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,698 | $3,236-47.5% | $2,731-37.8% | $4,663-63.6% |
| Participant deferral / active EE | $7,720 | $5,294+45.8% | $4,523+70.7% | $6,691+15.4% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |