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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 | $42,515 | $85,766-50.4% | $136,298-68.8% | $70,126-39.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.79% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $4,456 | $2,966+50.2% | $4,696-5.1% | $2,343+90.2% |
| Participant deferral / active EE | $2,852 | $5,051-43.5% | $6,247-54.4% | $3,332-14.4% |
| Admin fee / account holder | $291 | $5,421-94.6% | $9,244-96.9% | $4,645-93.7% |