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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 | $111,830-33.3% | $93,696-20.4% | $145,884-48.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.20% | 204.08%-184.9pp | 133.74%-114.5pp | 551.85%-532.6pp |
| Employer contribution / active EE | $2,614 | $3,093-15.5% | $2,422+7.9% | $4,662-43.9% |
| Participant deferral / active EE | $15,786 | $4,920+220.9% | $4,417+257.4% | $6,690+136.0% |
| Admin fee / account holder | $285 | $10,249-97.2% | $8,287-96.6% | $13,392-97.9% |