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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 | $34,544 | $165,361-79.1% | $149,715-76.9% | $158,950-78.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.95% | 348.24%-314.3pp | 276.66%-242.7pp | 302.91%-269.0pp |
| Employer contribution / active EE | $3,210 | $5,103-37.1% | $4,645-30.9% | $4,762-32.6% |
| Participant deferral / active EE | $14,190 | $7,182+97.6% | $6,842+107.4% | $5,983+137.2% |
| Admin fee / account holder | $223 | $10,808-97.9% | $9,310-97.6% | $11,248-98.0% |