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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 | $110,039-26.7% | $97,260-17.1% | $145,884-44.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.83% | 244.44%-229.6pp | 75.54%-60.7pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,233 | $3,074-59.9% | $2,721-54.7% | $4,662-73.5% |
| Participant deferral / active EE | $7,808 | $4,674+67.1% | $4,262+83.2% | $6,690+16.7% |
| Admin fee / account holder | $240 | $6,204-96.1% | $5,640-95.8% | $13,392-98.2% |