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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 | $53,702 | $107,363-50.0% | $92,909-42.2% | $152,897-64.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.02% | 145.63%-122.6pp | 109.44%-86.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,850 | $4,222-8.8% | $3,653+5.4% | $4,764-19.2% |
| Participant deferral / active EE | $7,191 | $4,848+48.3% | $4,238+69.7% | $5,851+22.9% |
| Admin fee / account holder | $120 | $7,082-98.3% | $5,795-97.9% | $11,599-99.0% |