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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 | $80,629 | $109,967-26.7% | $97,197-17.0% | $145,877-44.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.83% | 244.27%-229.4pp | 75.47%-60.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,233 | $3,077-59.9% | $2,723-54.7% | $4,663-73.5% |
| Participant deferral / active EE | $7,808 | $4,676+67.0% | $4,263+83.2% | $6,691+16.7% |
| Admin fee / account holder | $240 | $6,199-96.1% | $5,637-95.7% | $13,402-98.2% |