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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 | $77,090 | $166,268-53.6% | $165,100-53.3% | $145,897-47.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 9.22% | 100.52%-91.3pp | 70.21%-61.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,647 | $5,284-68.8% | $4,348-62.1% | $4,663-64.7% |
| Participant deferral / active EE | $3,179 | $6,964-54.3% | $6,035-47.3% | $6,689-52.5% |
| Admin fee / account holder | $100 | $16,659-99.4% | $12,696-99.2% | $13,390-99.3% |