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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 | $82,558 | $70,366+17.3% | $66,674+23.8% | $138,895-40.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.19% | 386.41%-365.2pp | 321.24%-300.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $3,977 | $2,765+43.8% | $2,620+51.8% | $4,194-5.2% |
| Participant deferral / active EE | $16,775 | $4,374+283.5% | $4,084+310.8% | $6,396+162.3% |
| Admin fee / account holder | $19 | $5,262-99.6% | $5,098-99.6% | $12,562-99.9% |