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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 | $74,627 | $111,814-33.3% | $93,654-20.3% | $145,959-48.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.20% | 203.30%-184.1pp | 133.34%-114.1pp | 561.95%-542.7pp |
| Employer contribution / active EE | $2,614 | $3,092-15.5% | $2,421+8.0% | $4,661-43.9% |
| Participant deferral / active EE | $15,786 | $4,914+221.2% | $4,413+257.7% | $6,689+136.0% |
| Admin fee / account holder | $285 | $10,246-97.2% | $8,282-96.6% | $13,398-97.9% |