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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 | $54,234 | $70,366-22.9% | $66,674-18.7% | $138,895-61.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.98% | 386.41%-367.4pp | 321.24%-302.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,974 | $2,765+43.7% | $2,620+51.7% | $4,194-5.2% |
| Participant deferral / active EE | $13,350 | $4,374+205.2% | $4,084+226.9% | $6,396+108.7% |
| Admin fee / account holder | $167 | $5,262-96.8% | $5,098-96.7% | $12,562-98.7% |