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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 | $50,298 | $85,766-41.4% | $136,298-63.1% | $70,126-28.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.65% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,502 | $2,966-15.6% | $4,696-46.7% | $2,343+6.8% |
| Participant deferral / active EE | $6,230 | $5,051+23.3% | $6,247-0.3% | $3,332+87.0% |
| Admin fee / account holder | $277 | $5,421-94.9% | $9,244-97.0% | $4,645-94.0% |