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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 | $53,585 | $105,145-49.0% | $94,664-43.4% | $139,466-61.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.32% | 38.09%-13.8pp | 156.84%-132.5pp | 373.66%-349.3pp |
| Employer contribution / active EE | $3,489 | $4,107-15.0% | $3,673-5.0% | $4,754-26.6% |
| Participant deferral / active EE | $8,467 | $7,599+11.4% | $7,417+14.2% | $6,712+26.2% |
| Admin fee / account holder | $21 | $8,972-99.8% | $7,222-99.7% | $11,409-99.8% |