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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 | $42,392 | $171,492-75.3% | $150,734-71.9% | $198,609-78.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.17% | 804.70%-787.5pp | 600.81%-583.6pp | 202.70%-185.5pp |
| Employer contribution / active EE | $3,738 | $5,470-31.7% | $4,918-24.0% | $5,055-26.1% |
| Participant deferral / active EE | $13,830 | $6,259+121.0% | $5,610+146.5% | $6,977+98.2% |
| Admin fee / account holder | $135 | $17,628-99.2% | $14,905-99.1% | $19,030-99.3% |