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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 | $63,383 | $105,145-39.7% | $94,664-33.0% | $139,466-54.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.72% | 38.09%-21.4pp | 156.84%-140.1pp | 373.66%-356.9pp |
| Employer contribution / active EE | $4,500 | $4,107+9.6% | $3,673+22.5% | $4,754-5.3% |
| Participant deferral / active EE | $3,270 | $7,599-57.0% | $7,417-55.9% | $6,712-51.3% |
| Admin fee / account holder | $169 | $8,972-98.1% | $7,222-97.7% | $11,409-98.5% |