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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 | $47,548 | $72,071-34.0% | $68,368-30.5% | $137,256-65.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.25% | 353.14%-331.9pp | 292.57%-271.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,211 | $2,788-20.7% | $2,649-16.5% | $4,156-46.8% |
| Participant deferral / active EE | $6,350 | $4,410+44.0% | $4,123+54.0% | $6,407-0.9% |
| Admin fee / account holder | $258 | $5,336-95.2% | $5,150-95.0% | $12,270-97.9% |