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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 | $16,040 | $109,372-85.3% | $89,414-82.1% | $158,966-89.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 23.12% | 345.55%-322.4pp | 245.50%-222.4pp | 302.95%-279.8pp |
| Employer contribution / active EE | $2,730 | $3,171-13.9% | $2,586+5.5% | $4,762-42.7% |
| Participant deferral / active EE | $4,011 | $4,598-12.8% | $3,890+3.1% | $5,983-33.0% |
| Admin fee / account holder | $76 | $6,156-98.8% | $4,883-98.4% | $11,250-99.3% |