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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 | $46,875 | $226,105-79.3% | $182,540-74.3% | $152,897-69.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.95% | 192.58%-171.6pp | 148.58%-127.6pp | 345.43%-324.5pp |
| Employer contribution / active EE | $3,169 | $4,978-36.3% | $4,076-22.2% | $4,764-33.5% |
| Participant deferral / active EE | $5,410 | $6,370-15.1% | $5,525-2.1% | $5,851-7.5% |
| Admin fee / account holder | $121 | $10,706-98.9% | $8,593-98.6% | $11,599-99.0% |