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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 | $114,013 | $75,832+50.3% | $147,617-22.8% | $59,633+91.2% |
| Participation rate | 80.6% | 71.6%+9.1pp | 84.6%-4.0pp | 68.7%+12.0pp |
| Annual return | 0.02% | 0.37%-0.3pp | 61.98%-62.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $3,672 | $3,485+5.4% | $5,564-34.0% | $2,203+66.7% |
| Participant deferral / active EE | $6,082 | $3,131+94.3% | $4,895+24.3% | $3,192+90.6% |
| Admin fee / account holder | $262 | $5,986-95.6% | $11,612-97.7% | $4,297-93.9% |