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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 | $30,466 | $72,071-57.7% | $68,368-55.4% | $137,256-77.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.95% | 353.14%-330.2pp | 292.57%-269.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,879 | $2,788+3.3% | $2,649+8.7% | $4,156-30.7% |
| Participant deferral / active EE | $4,378 | $4,410-0.7% | $4,123+6.2% | $6,407-31.7% |
| Admin fee / account holder | $150 | $5,336-97.2% | $5,150-97.1% | $12,270-98.8% |