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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 | $55,837 | $176,120-68.3% | $159,487-65.0% | $167,553-66.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.96% | 331.95%-307.0pp | 263.71%-238.8pp | 478.89%-453.9pp |
| Employer contribution / active EE | $1,023 | $5,299-80.7% | $4,831-78.8% | $4,840-78.9% |
| Participant deferral / active EE | $15,433 | $7,752+99.1% | $7,354+109.9% | $6,343+143.3% |
| Admin fee / account holder | $203 | $12,561-98.4% | $10,804-98.1% | $12,316-98.3% |