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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 | $117,441 | $154,754-24.1% | $124,206-5.4% | $138,895-15.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 19.38% | 709.28%-689.9pp | 515.27%-495.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,875 | $4,446-57.8% | $3,540-47.0% | $4,194-55.3% |
| Participant deferral / active EE | $12,465 | $4,621+169.7% | $3,968+214.2% | $6,396+94.9% |
| Admin fee / account holder | $13 | $6,690-99.8% | $5,929-99.8% | $12,562-99.9% |