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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 | $80,766 | $109,344-26.1% | $89,400-9.7% | $158,950-49.2% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 18.03% | 345.73%-327.7pp | 245.64%-227.6pp | 302.91%-284.9pp |
| Employer contribution / active EE | $4,243 | $3,170+33.8% | $2,586+64.1% | $4,762-10.9% |
| Participant deferral / active EE | $8,477 | $4,599+84.3% | $3,890+117.9% | $5,983+41.7% |
| Admin fee / account holder | $20 | $6,154-99.7% | $4,882-99.6% | $11,248-99.8% |