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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 | $113,940 | $166,020-31.4% | $164,866-30.9% | $145,959-21.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.39% | 100.08%-89.7pp | 69.97%-59.6pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,478 | $5,275-72.0% | $4,343-66.0% | $4,661-68.3% |
| Participant deferral / active EE | $6,075 | $6,961-12.7% | $6,033+0.7% | $6,689-9.2% |
| Admin fee / account holder | $192 | $16,644-98.8% | $12,689-98.5% | $13,398-98.6% |