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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 | $37,506 | $123,412-69.6% | $69,460-46.0% | $145,978-74.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 21.80% | 191.25%-169.4pp | 100.80%-79.0pp | 550.52%-528.7pp |
| Employer contribution / active EE | $3,135 | $2,684+16.8% | $1,714+82.9% | $4,662-32.8% |
| Participant deferral / active EE | $3,027 | $4,240-28.6% | $2,890+4.8% | $6,690-54.7% |
| Admin fee / account holder | $214 | $7,816-97.3% | $4,695-95.5% | $13,400-98.4% |