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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 | $122,223 | $162,529-24.8% | $130,788-6.5% | $154,746-21.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.47% | 510.48%-492.0pp | 386.44%-368.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,274 | $4,447-48.9% | $3,558-36.1% | $4,379-48.1% |
| Participant deferral / active EE | $9,995 | $4,808+107.9% | $4,137+141.6% | $6,730+48.5% |
| Admin fee / account holder | $26 | $7,669-99.7% | $6,673-99.6% | $14,365-99.8% |