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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 | $85,201 | $160,028-46.8% | $147,080-42.1% | $145,884-41.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.84% | 98.60%-87.8pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,280 | $5,286-56.9% | $4,933-53.8% | $4,662-51.1% |
| Participant deferral / active EE | $3,056 | $8,422-63.7% | $8,066-62.1% | $6,690-54.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |