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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 | $96,304 | $105,145-8.4% | $94,664+1.7% | $139,466-30.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.35% | 38.09%-17.7pp | 156.84%-136.5pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,832 | $4,107-55.4% | $3,673-50.1% | $4,754-61.5% |
| Participant deferral / active EE | $22,500 | $7,599+196.1% | $7,417+203.3% | $6,712+235.2% |
| Admin fee / account holder | $297 | $8,972-96.7% | $7,222-95.9% | $11,409-97.4% |