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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 | $111,787-33.2% | $93,681-20.3% | $145,978-48.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.20% | 203.52%-184.3pp | 133.47%-114.3pp | 550.52%-531.3pp |
| Employer contribution / active EE | $2,614 | $3,093-15.5% | $2,422+7.9% | $4,662-43.9% |
| Participant deferral / active EE | $15,786 | $4,918+221.0% | $4,415+257.6% | $6,690+136.0% |
| Admin fee / account holder | $285 | $10,256-97.2% | $8,290-96.6% | $13,400-97.9% |