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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 | $54,306 | $112,131-51.6% | $95,964-43.4% | $158,982-65.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.11% | 171.19%-149.1pp | 91.64%-69.5pp | 302.99%-280.9pp |
| Employer contribution / active EE | $3,548 | $3,199+10.9% | $2,541+39.6% | $4,763-25.5% |
| Participant deferral / active EE | $19,432 | $4,784+306.2% | $4,167+366.4% | $5,983+224.8% |
| Admin fee / account holder | $220 | $10,136-97.8% | $6,797-96.8% | $11,252-98.0% |