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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 | $117,441 | $162,529-27.7% | $130,788-10.2% | $154,746-24.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.38% | 510.48%-491.1pp | 386.44%-367.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,875 | $4,447-57.8% | $3,558-47.3% | $4,379-57.2% |
| Participant deferral / active EE | $12,465 | $4,808+159.2% | $4,137+201.3% | $6,730+85.2% |
| Admin fee / account holder | $13 | $7,669-99.8% | $6,673-99.8% | $14,365-99.9% |