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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 | $96,096 | $102,422-6.2% | $147,117-34.7% | $80,959+18.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.73% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,667 | $3,717-28.3% | $4,932-45.9% | $2,757-3.3% |
| Participant deferral / active EE | $3,244 | $6,652-51.2% | $8,065-59.8% | $4,300-24.6% |
| Admin fee / account holder | $152 | $7,953-98.1% | $12,993-98.8% | $6,925-97.8% |