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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 | $33,211 | $109,908-69.8% | $97,161-65.8% | $145,978-77.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.43% | 243.80%-221.4pp | 75.36%-52.9pp | 550.52%-528.1pp |
| Employer contribution / active EE | $2,089 | $3,077-32.1% | $2,723-23.3% | $4,662-55.2% |
| Participant deferral / active EE | $9,585 | $4,679+104.9% | $4,265+124.7% | $6,690+43.3% |
| Admin fee / account holder | $281 | $6,213-95.5% | $5,647-95.0% | $13,400-97.9% |