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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 | $64,785 | $67,823-4.5% | $52,425+23.6% | $137,256-52.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.21% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,320 | $1,163+99.5% | $914+153.8% | $4,156-44.2% |
| Participant deferral / active EE | $21,635 | $2,288+845.6% | $1,790+1108.4% | $6,407+237.7% |
| Admin fee / account holder | $97 | $2,844-96.6% | $2,495-96.1% | $12,270-99.2% |