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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 | $39,439 | $103,000-61.7% | $90,300-56.3% | $152,885-74.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.69% | 95.19%-71.5pp | 78.11%-54.4pp | 345.39%-321.7pp |
| Employer contribution / active EE | $7,971 | $3,138+154.0% | $2,854+179.3% | $4,763+67.3% |
| Participant deferral / active EE | $6,018 | $4,281+40.6% | $3,884+54.9% | $5,851+2.9% |
| Admin fee / account holder | $156 | $6,173-97.5% | $5,353-97.1% | $11,598-98.7% |