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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 | $59,559 | $112,935-47.3% | $90,970-34.5% | $158,966-62.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.67% | 215.79%-193.1pp | 134.58%-111.9pp | 302.95%-280.3pp |
| Employer contribution / active EE | $2,301 | $2,895-20.5% | $2,122+8.4% | $4,762-51.7% |
| Participant deferral / active EE | $15,571 | $4,129+277.1% | $3,373+361.6% | $5,983+160.2% |
| Admin fee / account holder | $190 | $8,045-97.6% | $5,960-96.8% | $11,250-98.3% |