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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 | $53,611 | $93,346-42.6% | $71,796-25.3% | $273,972-80.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 45.65% | 130.39%-84.7pp | 78.04%-32.4pp | 41.46%+4.2pp |
| Employer contribution / active EE | $1,255 | $2,733-54.1% | $1,924-34.8% | $4,869-74.2% |
| Participant deferral / active EE | $4,369 | $3,475+25.7% | $2,794+56.4% | $5,287-17.4% |
| Admin fee / account holder | $201 | $6,571-96.9% | $4,815-95.8% | $10,133-98.0% |