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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 | $49,002 | $84,708-42.2% | $75,714-35.3% | $167,536-70.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 25.58% | 199.62%-174.0pp | 104.62%-79.0pp | 478.82%-453.2pp |
| Employer contribution / active EE | $4,667 | $3,231+44.4% | $2,744+70.1% | $4,839-3.6% |
| Participant deferral / active EE | $1,279 | $4,577-72.1% | $3,820-66.5% | $6,342-79.8% |
| Admin fee / account holder | $286 | $5,358-94.7% | $3,619-92.1% | $12,315-97.7% |