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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 | $112,252 | $176,120-36.3% | $159,487-29.6% | $167,553-33.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.18% | 331.95%-312.8pp | 263.71%-244.5pp | 478.89%-459.7pp |
| Employer contribution / active EE | $3,238 | $5,299-38.9% | $4,831-33.0% | $4,840-33.1% |
| Participant deferral / active EE | $10,816 | $7,752+39.5% | $7,354+47.1% | $6,343+70.5% |
| Admin fee / account holder | $200 | $12,561-98.4% | $10,804-98.1% | $12,316-98.4% |