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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 | $70,154 | $108,882-35.6% | $96,754-27.5% | $154,746-54.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.35% | 98.39%-79.0pp | 82.04%-62.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,610 | $3,018+52.7% | $2,679+72.1% | $4,379+5.3% |
| Participant deferral / active EE | $8,647 | $5,323+62.4% | $4,758+81.7% | $6,730+28.5% |
| Admin fee / account holder | $259 | $10,200-97.5% | $8,905-97.1% | $14,365-98.2% |