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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 | $93,951 | $108,882-13.7% | $96,754-2.9% | $154,746-39.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.10% | 98.39%-79.3pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,200 | $3,018-60.2% | $2,679-55.2% | $4,379-72.6% |
| Participant deferral / active EE | $7,500 | $5,323+40.9% | $4,758+57.6% | $6,730+11.4% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |