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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 | $82,451 | $100,203-17.7% | $85,240-3.3% | $145,897-43.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.30% | 84.28%-75.0pp | 66.75%-57.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $12,260 | $3,242+278.2% | $2,735+348.2% | $4,663+163.0% |
| Participant deferral / active EE | $6,348 | $5,299+19.8% | $4,527+40.2% | $6,689-5.1% |
| Admin fee / account holder | $253 | $7,265-96.5% | $6,165-95.9% | $13,390-98.1% |