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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 | $104,748 | $110,039-4.8% | $97,260+7.7% | $145,884-28.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.82% | 244.44%-228.6pp | 75.54%-59.7pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,843 | $3,074-40.1% | $2,721-32.3% | $4,662-60.5% |
| Participant deferral / active EE | $3,538 | $4,674-24.3% | $4,262-17.0% | $6,690-47.1% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |