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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 | $71,214 | $176,105-59.6% | $159,474-55.3% | $167,536-57.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.31% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $3,318 | $5,299-37.4% | $4,831-31.3% | $4,839-31.4% |
| Participant deferral / active EE | $9,367 | $7,751+20.8% | $7,353+27.4% | $6,342+47.7% |
| Admin fee / account holder | $208 | $12,559-98.3% | $10,802-98.1% | $12,315-98.3% |