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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 | $80,650 | $118,708-32.1% | $98,920-18.5% | $158,966-49.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.02% | 372.49%-353.5pp | 196.47%-177.5pp | 302.95%-283.9pp |
| Employer contribution / active EE | $2,178 | $3,334-34.7% | $2,689-19.0% | $4,762-54.3% |
| Participant deferral / active EE | $8,443 | $5,089+65.9% | $4,245+98.9% | $5,983+41.1% |
| Admin fee / account holder | $10 | $10,134-99.9% | $6,643-99.9% | $11,250-99.9% |