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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 | $83,990 | $114,199-26.5% | $119,237-29.6% | $167,553-49.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.84% | 29.88%-10.0pp | 30.70%-10.9pp | 478.89%-459.1pp |
| Employer contribution / active EE | $8,199 | $4,480+83.0% | $4,383+87.1% | $4,840+69.4% |
| Participant deferral / active EE | $3,714 | $6,086-39.0% | $6,112-39.2% | $6,343-41.4% |
| Admin fee / account holder | $0 | $8,939-100.0% | $7,229-100.0% | $12,316-100.0% |