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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 | $27,606 | $121,677-77.3% | $104,625-73.6% | $158,966-82.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.04% | 465.58%-446.5pp | 340.60%-321.6pp | 302.95%-283.9pp |
| Employer contribution / active EE | $3,601 | $3,165+13.8% | $2,681+34.3% | $4,762-24.4% |
| Participant deferral / active EE | $7,382 | $4,175+76.8% | $3,738+97.5% | $5,983+23.4% |
| Admin fee / account holder | $70 | $7,777-99.1% | $6,465-98.9% | $11,250-99.4% |