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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 | $105,166 | $112,121-6.2% | $95,960+9.6% | $158,966-33.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.48% | 171.16%-152.7pp | 91.63%-73.2pp | 302.95%-284.5pp |
| Employer contribution / active EE | $1,222 | $3,199-61.8% | $2,541-51.9% | $4,762-74.3% |
| Participant deferral / active EE | $3,467 | $4,784-27.5% | $4,167-16.8% | $5,983-42.0% |
| Admin fee / account holder | $129 | $10,135-98.7% | $6,797-98.1% | $11,250-98.8% |