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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 | $70,379 | $105,158-33.1% | $94,672-25.7% | $139,487-49.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.13% | 38.11%-17.0pp | 156.89%-135.8pp | 373.84%-352.7pp |
| Employer contribution / active EE | $5,000 | $4,107+21.7% | $3,673+36.1% | $4,755+5.2% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |