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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 | $42,123 | $99,652-57.7% | $78,778-46.5% | $147,585-71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.76% | 47.28%-26.5pp | 35.62%-14.9pp | 578.58%-557.8pp |
| Employer contribution / active EE | $10,295 | $2,796+268.3% | $1,986+418.5% | $4,876+111.1% |
| Participant deferral / active EE | $5,995 | $3,664+63.6% | $2,958+102.7% | $5,439+10.2% |
| Admin fee / account holder | $35 | $7,155-99.5% | $5,134-99.3% | $10,886-99.7% |