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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 | $31,516 | $165,399-80.9% | $149,745-79.0% | $158,982-80.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 53.93% | 348.34%-294.4pp | 276.72%-222.8pp | 302.99%-249.1pp |
| Employer contribution / active EE | $1,247 | $5,105-75.6% | $4,646-73.2% | $4,763-73.8% |
| Participant deferral / active EE | $15,783 | $7,183+119.7% | $6,843+130.6% | $5,983+163.8% |
| Admin fee / account holder | $79 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |