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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 | $85,148 | $107,363-20.7% | $92,909-8.4% | $152,897-44.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.30% | 145.63%-124.3pp | 109.44%-88.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,717 | $4,222-35.6% | $3,653-25.6% | $4,764-43.0% |
| Participant deferral / active EE | $9,938 | $4,848+105.0% | $4,238+134.5% | $5,851+69.8% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |