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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 | $69,152 | $162,529-57.5% | $130,788-47.1% | $154,746-55.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.67% | 510.48%-494.8pp | 386.44%-370.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $16,391 | $4,447+268.6% | $3,558+360.7% | $4,379+274.3% |
| Participant deferral / active EE | $13,912 | $4,808+189.3% | $4,137+236.3% | $6,730+106.7% |
| Admin fee / account holder | $182 | $7,669-97.6% | $6,673-97.3% | $14,365-98.7% |