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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 | $62,693 | $106,008-40.9% | $92,240-32.0% | $147,586-57.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.23% | 50.05%-28.8pp | 176.29%-155.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $2,723 | $4,333-37.2% | $3,680-26.0% | $4,876-44.2% |
| Participant deferral / active EE | $14,328 | $4,478+219.9% | $3,897+267.7% | $5,439+163.4% |
| Admin fee / account holder | $216 | $6,333-96.6% | $5,194-95.9% | $10,886-98.0% |