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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 | $70,366-56.7% | $66,674-54.3% | $138,895-78.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 22.95% | 386.41%-363.5pp | 321.24%-298.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,879 | $2,765+4.1% | $2,620+9.9% | $4,194-31.4% |
| Participant deferral / active EE | $4,378 | $4,374+0.1% | $4,084+7.2% | $6,396-31.6% |
| Admin fee / account holder | $150 | $5,262-97.2% | $5,098-97.1% | $12,562-98.8% |