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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 | $49,890 | $132,634-62.4% | $115,768-56.9% | $137,256-63.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.26% | 160.70%-147.4pp | 100.46%-87.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $864 | $3,360-74.3% | $2,940-70.6% | $4,156-79.2% |
| Participant deferral / active EE | $2,400 | $5,619-57.3% | $4,917-51.2% | $6,407-62.5% |
| Admin fee / account holder | $275 | $15,028-98.2% | $12,439-97.8% | $12,270-97.8% |