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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 | $87,652 | $65,434+34.0% | $98,483-11.0% | $85,847+2.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.42% | 21.75%-4.3pp | 1494.38%-1477.0pp | 318.61%-301.2pp |
| Employer contribution / active EE | $2,316 | $2,169+6.8% | $2,961-21.8% | $2,565-9.7% |
| Participant deferral / active EE | $8,507 | $3,168+168.5% | $4,276+98.9% | $3,952+115.2% |
| Admin fee / account holder | $2 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |