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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 | $74,102 | $111,830-33.7% | $93,696-20.9% | $145,884-49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.40% | 204.08%-186.7pp | 133.74%-116.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $7,532 | $3,093+143.5% | $2,422+211.0% | $4,662+61.5% |
| Participant deferral / active EE | $24,593 | $4,920+399.9% | $4,417+456.8% | $6,690+267.6% |
| Admin fee / account holder | $74 | $10,249-99.3% | $8,287-99.1% | $13,392-99.4% |