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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 | $54,657 | $142,354-61.6% | $125,529-56.5% | $155,188-64.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 16.90% | 306.06%-289.2pp | 202.56%-185.7pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,002 | $3,501-71.4% | $3,058-67.2% | $4,248-76.4% |
| Participant deferral / active EE | $3,312 | $5,491-39.7% | $4,813-31.2% | $6,531-49.3% |
| Admin fee / account holder | $218 | $19,392-98.9% | $16,298-98.7% | $14,480-98.5% |