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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 | $45,728 | $104,953-56.4% | $84,637-46.0% | $152,909-70.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.41% | 373.94%-355.5pp | 258.82%-240.4pp | 345.46%-327.1pp |
| Employer contribution / active EE | $2,375 | $3,304-28.1% | $2,653-10.5% | $4,764-50.2% |
| Participant deferral / active EE | $6,136 | $4,691+30.8% | $3,900+57.3% | $5,851+4.9% |
| Admin fee / account holder | $110 | $6,244-98.2% | $4,914-97.8% | $11,601-99.1% |