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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 | $70,472 | $73,518-4.1% | $63,003+11.9% | $147,585-52.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.36% | 175.46%-163.1pp | 87.59%-75.2pp | 578.57%-566.2pp |
| Employer contribution / active EE | $1,795 | $3,322-46.0% | $2,760-35.0% | $4,876-63.2% |
| Participant deferral / active EE | $11,054 | $4,183+164.2% | $3,329+232.0% | $5,439+103.2% |
| Admin fee / account holder | $17 | $5,952-99.7% | $3,600-99.5% | $10,885-99.8% |