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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 | $97,971 | $150,346-34.8% | $120,524-18.7% | $145,877-32.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.46% | 154.40%-137.9pp | 107.36%-90.9pp | 551.28%-534.8pp |
| Employer contribution / active EE | $962 | $4,353-77.9% | $3,469-72.3% | $4,663-79.4% |
| Participant deferral / active EE | $10,504 | $6,172+70.2% | $4,994+110.4% | $6,691+57.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |