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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 | $166,131-31.4% | $164,975-30.9% | $145,877-21.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.39% | 100.37%-90.0pp | 70.12%-59.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,478 | $5,276-72.0% | $4,343-66.0% | $4,663-68.3% |
| Participant deferral / active EE | $6,075 | $6,962-12.7% | $6,033+0.7% | $6,691-9.2% |
| Admin fee / account holder | $192 | $16,648-98.8% | $12,688-98.5% | $13,402-98.6% |