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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 | $65,005 | $157,304-58.7% | $141,197-54.0% | $152,909-57.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.00% | 64.34%-39.3pp | 71.41%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,551 | $5,263-51.5% | $4,736-46.1% | $4,764-46.5% |
| Participant deferral / active EE | $2,551 | $7,111-64.1% | $6,710-62.0% | $5,851-56.4% |
| Admin fee / account holder | $67 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |