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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 | $37,749 | $155,833-75.8% | $124,693-69.7% | $167,518-77.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.41% | 17.98%+1.4pp | 5144.19%-5124.8pp | 478.71%-459.3pp |
| Employer contribution / active EE | $3,338 | $4,164-19.8% | $3,324+0.4% | $4,838-31.0% |
| Participant deferral / active EE | $15,762 | $5,675+177.7% | $4,615+241.5% | $6,342+148.5% |
| Admin fee / account holder | $296 | $9,534-96.9% | $7,494-96.1% | $12,312-97.6% |