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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 | $55,408 | $102,422-45.9% | $147,117-62.3% | $80,959-31.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.89% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $5,589 | $3,717+50.3% | $4,932+13.3% | $2,757+102.7% |
| Participant deferral / active EE | $5,815 | $6,652-12.6% | $8,065-27.9% | $4,300+35.2% |
| Admin fee / account holder | $191 | $7,953-97.6% | $12,993-98.5% | $6,925-97.2% |