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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 | $46,228 | $176,071-73.7% | $159,450-71.0% | $167,497-72.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.86% | 331.79%-315.9pp | 263.60%-247.7pp | 478.62%-462.8pp |
| Employer contribution / active EE | $3,000 | $5,298-43.4% | $4,830-37.9% | $4,838-38.0% |
| Participant deferral / active EE | $7,800 | $7,750+0.6% | $7,352+6.1% | $6,341+23.0% |
| Admin fee / account holder | $155 | $12,555-98.8% | $10,800-98.6% | $12,310-98.7% |