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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 | $46,540 | $102,422-54.6% | $147,117-68.4% | $80,959-42.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.92% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,062 | $3,717+9.3% | $4,932-17.6% | $2,757+47.3% |
| Participant deferral / active EE | $11,346 | $6,652+70.6% | $8,065+40.7% | $4,300+163.8% |
| Admin fee / account holder | $69 | $7,953-99.1% | $12,993-99.5% | $6,925-99.0% |