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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 | $111,785-33.2% | $93,669-20.3% | $145,877-48.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.20% | 203.79%-184.6pp | 133.59%-114.4pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,614 | $3,096-15.6% | $2,424+7.8% | $4,663-43.9% |
| Participant deferral / active EE | $15,786 | $4,919+221.0% | $4,416+257.5% | $6,691+135.9% |
| Admin fee / account holder | $285 | $10,256-97.2% | $8,291-96.6% | $13,402-97.9% |