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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 | $31,985 | $100,203-68.1% | $85,240-62.5% | $145,897-78.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 84.28%-68.9pp | 66.75%-51.4pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,095 | $3,242-4.5% | $2,735+13.1% | $4,663-33.6% |
| Participant deferral / active EE | $7,184 | $5,299+35.6% | $4,527+58.7% | $6,689+7.4% |
| Admin fee / account holder | $141 | $7,265-98.1% | $6,165-97.7% | $13,390-98.9% |