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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 | $65,669 | $289,211-77.3% | $260,467-74.8% | $198,609-66.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.03% | 112.90%-93.9pp | 100.60%-81.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,383 | $4,663-70.3% | $4,239-67.4% | $5,055-72.6% |
| Participant deferral / active EE | $6,713 | $6,812-1.5% | $6,319+6.2% | $6,977-3.8% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |