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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 | $114,049 | $176,105-35.2% | $159,474-28.5% | $167,536-31.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.28% | 331.91%-317.6pp | 263.68%-249.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,534 | $5,299-71.1% | $4,831-68.2% | $4,839-68.3% |
| Participant deferral / active EE | $4,400 | $7,751-43.2% | $7,353-40.2% | $6,342-30.6% |
| Admin fee / account holder | $50 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |