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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 | $235,016 | $99,079+137.2% | $78,002+201.3% | $273,972-14.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.70% | 217.93%-214.2pp | 425.99%-422.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,501 | $3,308-24.4% | $2,470+1.3% | $4,869-48.6% |
| Participant deferral / active EE | $14,149 | $4,306+228.6% | $3,497+304.6% | $5,287+167.6% |
| Admin fee / account holder | $192 | $8,954-97.9% | $5,481-96.5% | $10,133-98.1% |