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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 | $73,200 | $111,878-34.6% | $93,727-21.9% | $145,897-49.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.74% | 204.28%-186.5pp | 133.83%-116.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,891 | $3,092-38.9% | $2,421-21.9% | $4,663-59.5% |
| Participant deferral / active EE | $9,116 | $4,920+85.3% | $4,417+106.4% | $6,689+36.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |