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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 | $105,666 | $124,346-15.0% | $111,308-5.1% | $167,536-36.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,665 | $3,437-51.6% | $2,732-39.1% | $4,839-65.6% |
| Participant deferral / active EE | $2,756 | $5,182-46.8% | $4,487-38.6% | $6,342-56.5% |
| Admin fee / account holder | $242 | $10,621-97.7% | $7,965-97.0% | $12,315-98.0% |