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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 | $41,869 | $72,071-41.9% | $68,368-38.8% | $137,256-69.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.90% | 353.14%-337.2pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,215 | $2,788-20.6% | $2,649-16.4% | $4,156-46.7% |
| Participant deferral / active EE | $1,560 | $4,410-64.6% | $4,123-62.2% | $6,407-75.7% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |