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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 | $107,106 | $208,088-48.5% | $186,193-42.5% | $154,746-30.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.28% | 89.97%-73.7pp | 78.03%-61.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,750 | $4,340+32.5% | $3,918+46.8% | $4,379+31.3% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |