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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 | $110,093-49.9% | $97,295-43.3% | $145,897-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.29% | 244.76%-225.5pp | 75.62%-56.3pp | 552.29%-533.0pp |
| Employer contribution / active EE | $3,389 | $3,077+10.1% | $2,723+24.5% | $4,663-27.3% |
| Participant deferral / active EE | $14,801 | $4,678+216.4% | $4,264+247.2% | $6,689+121.3% |
| Admin fee / account holder | $175 | $6,212-97.2% | $5,646-96.9% | $13,390-98.7% |