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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 | $23,913 | $109,344-78.1% | $89,400-73.3% | $158,950-85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.20% | 345.73%-326.5pp | 245.64%-226.4pp | 302.91%-283.7pp |
| Employer contribution / active EE | $2,509 | $3,170-20.9% | $2,586-3.0% | $4,762-47.3% |
| Participant deferral / active EE | $5,182 | $4,599+12.7% | $3,890+33.2% | $5,983-13.4% |
| Admin fee / account holder | $287 | $6,154-95.3% | $4,882-94.1% | $11,248-97.5% |