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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 | $64,533 | $109,904-41.3% | $97,167-33.6% | $145,959-55.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.29% | 243.43%-229.1pp | 75.27%-61.0pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,972 | $3,084-3.6% | $2,729+8.9% | $4,661-36.2% |
| Participant deferral / active EE | $14,325 | $4,676+206.4% | $4,264+236.0% | $6,689+114.2% |
| Admin fee / account holder | $285 | $6,216-95.4% | $5,650-95.0% | $13,398-97.9% |