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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 | $70,687 | $107,941-34.5% | $91,994-23.2% | $152,909-53.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.04% | 89.28%-71.2pp | 69.04%-51.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $2,488 | $4,212-40.9% | $3,453-27.9% | $4,764-47.8% |
| Participant deferral / active EE | $7,253 | $6,366+13.9% | $5,924+22.4% | $5,851+24.0% |
| Admin fee / account holder | $194 | $10,521-98.2% | $7,744-97.5% | $11,601-98.3% |