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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 | $36,714 | $166,242-77.9% | $165,071-77.8% | $145,884-74.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.89% | 100.44%-83.6pp | 70.17%-53.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,934 | $5,283-44.5% | $4,347-32.5% | $4,662-37.1% |
| Participant deferral / active EE | $15,307 | $6,964+119.8% | $6,035+153.6% | $6,690+128.8% |
| Admin fee / account holder | $201 | $16,658-98.8% | $12,695-98.4% | $13,392-98.5% |