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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 | $46,691 | $129,737-64.0% | $119,126-60.8% | $154,746-69.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.92% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $9,953 | $4,375+127.5% | $4,034+146.8% | $4,379+127.3% |
| Participant deferral / active EE | $4,247 | $5,842-27.3% | $5,318-20.1% | $6,730-36.9% |
| Admin fee / account holder | $16 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |