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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 | $62,746 | $100,139-37.3% | $85,187-26.3% | $145,884-57.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.05% | 84.15%-73.1pp | 66.67%-55.6pp | 551.85%-540.8pp |
| Employer contribution / active EE | $3,015 | $3,238-6.9% | $2,732+10.3% | $4,662-35.3% |
| Participant deferral / active EE | $12,003 | $5,296+126.7% | $4,525+165.3% | $6,690+79.4% |
| Admin fee / account holder | $257 | $7,262-96.5% | $6,162-95.8% | $13,392-98.1% |