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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 | $55,186 | $109,904-49.8% | $97,167-43.2% | $145,959-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.29% | 243.43%-224.1pp | 75.27%-56.0pp | 561.95%-542.7pp |
| Employer contribution / active EE | $3,389 | $3,084+9.9% | $2,729+24.2% | $4,661-27.3% |
| Participant deferral / active EE | $14,801 | $4,676+216.5% | $4,264+247.2% | $6,689+121.3% |
| Admin fee / account holder | $175 | $6,216-97.2% | $5,650-96.9% | $13,398-98.7% |