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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 | $86,601 | $100,073-13.5% | $85,126+1.7% | $145,877-40.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.49% | 84.11%-57.6pp | 66.63%-40.1pp | 551.28%-524.8pp |
| Employer contribution / active EE | $1,633 | $3,236-49.5% | $2,731-40.2% | $4,663-65.0% |
| Participant deferral / active EE | $12,158 | $5,294+129.6% | $4,523+168.8% | $6,691+81.7% |
| Admin fee / account holder | $31 | $7,261-99.6% | $6,160-99.5% | $13,402-99.8% |