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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 | $40,873 | $121,677-66.4% | $104,625-60.9% | $158,966-74.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.49% | 465.58%-454.1pp | 340.60%-329.1pp | 302.95%-291.5pp |
| Employer contribution / active EE | $9,672 | $3,165+205.6% | $2,681+260.7% | $4,762+103.1% |
| Participant deferral / active EE | $8,660 | $4,175+107.4% | $3,738+131.7% | $5,983+44.7% |
| Admin fee / account holder | $282 | $7,777-96.4% | $6,465-95.6% | $11,250-97.5% |