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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 | $69,299 | $83,337-16.8% | $67,834+2.2% | $273,972-74.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 11.31% | 259.45%-248.1pp | 138.47%-127.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,410 | $3,287+3.7% | $2,403+41.9% | $4,869-30.0% |
| Participant deferral / active EE | $10,282 | $4,088+151.5% | $3,160+225.4% | $5,287+94.5% |
| Admin fee / account holder | $9 | $6,752-99.9% | $4,622-99.8% | $10,133-99.9% |