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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 | $45,338 | $65,566-30.9% | $86,235-47.4% | $75,177-39.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.32% | 46.07%-26.8pp | 1170.03%-1150.7pp | 160.75%-141.4pp |
| Employer contribution / active EE | $2,372 | $1,553+52.7% | $2,381-0.4% | $2,671-11.2% |
| Participant deferral / active EE | $3,950 | $3,023+30.7% | $3,987-0.9% | $4,126-4.3% |
| Admin fee / account holder | $223 | $5,470-95.9% | $6,856-96.8% | $5,651-96.1% |