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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 | $33,680 | $70,366-52.1% | $66,674-49.5% | $138,895-75.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 22.09% | 386.41%-364.3pp | 321.24%-299.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,957 | $2,765+7.0% | $2,620+12.9% | $4,194-29.5% |
| Participant deferral / active EE | $7,561 | $4,374+72.9% | $4,084+85.1% | $6,396+18.2% |
| Admin fee / account holder | $4 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |