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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 | $10,337 | $109,967-90.6% | $97,197-89.4% | $145,877-92.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.16% | 244.27%-217.1pp | 75.47%-48.3pp | 551.28%-524.1pp |
| Employer contribution / active EE | $3,138 | $3,077+2.0% | $2,723+15.2% | $4,663-32.7% |
| Participant deferral / active EE | $9,926 | $4,676+112.3% | $4,263+132.8% | $6,691+48.4% |
| Admin fee / account holder | $261 | $6,199-95.8% | $5,637-95.4% | $13,402-98.1% |