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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 | $30,725 | $176,105-82.6% | $159,474-80.7% | $167,536-81.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.77% | 331.91%-315.1pp | 263.68%-246.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $3,768 | $5,299-28.9% | $4,831-22.0% | $4,839-22.1% |
| Participant deferral / active EE | $19,198 | $7,751+147.7% | $7,353+161.1% | $6,342+202.7% |
| Admin fee / account holder | $226 | $12,559-98.2% | $10,802-97.9% | $12,315-98.2% |