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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 | $88,041 | $103,000-14.5% | $90,300-2.5% | $152,885-42.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.15% | 95.19%-74.0pp | 78.11%-57.0pp | 345.39%-324.2pp |
| Employer contribution / active EE | $1,409 | $3,138-55.1% | $2,854-50.6% | $4,763-70.4% |
| Participant deferral / active EE | $6,569 | $4,281+53.5% | $3,884+69.1% | $5,851+12.3% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |