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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 | $46,582 | $124,346-62.5% | $111,306-58.1% | $167,553-72.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.81% | 37.46%-14.6pp | 54.67%-31.9pp | 478.89%-456.1pp |
| Employer contribution / active EE | $5,152 | $3,438+49.9% | $2,732+88.6% | $4,840+6.4% |
| Participant deferral / active EE | $6,514 | $5,182+25.7% | $4,488+45.2% | $6,343+2.7% |
| Admin fee / account holder | $285 | $10,623-97.3% | $7,966-96.4% | $12,316-97.7% |