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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 | $30,206 | $176,105-82.8% | $159,474-81.1% | $167,536-82.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.24% | 331.91%-314.7pp | 263.68%-246.4pp | 478.82%-461.6pp |
| Employer contribution / active EE | $3,237 | $5,299-38.9% | $4,831-33.0% | $4,839-33.1% |
| Participant deferral / active EE | $9,340 | $7,751+20.5% | $7,353+27.0% | $6,342+47.3% |
| Admin fee / account holder | $217 | $12,559-98.3% | $10,802-98.0% | $12,315-98.2% |