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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 | $182,274 | $107,363+69.8% | $92,909+96.2% | $152,897+19.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.02% | 145.63%-121.6pp | 109.44%-85.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,344 | $4,222-68.2% | $3,653-63.2% | $4,764-71.8% |
| Participant deferral / active EE | $3,639 | $4,848-24.9% | $4,238-14.1% | $5,851-37.8% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |