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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 | $38,189 | $107,353-64.4% | $92,903-58.9% | $152,885-75.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.11% | 145.62%-120.5pp | 109.43%-84.3pp | 345.39%-320.3pp |
| Employer contribution / active EE | $3,166 | $4,222-25.0% | $3,653-13.3% | $4,763-33.5% |
| Participant deferral / active EE | $6,942 | $4,848+43.2% | $4,238+63.8% | $5,851+18.6% |
| Admin fee / account holder | $201 | $7,081-97.2% | $5,795-96.5% | $11,598-98.3% |