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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 | $47,115 | $83,337-43.5% | $67,834-30.5% | $273,972-82.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.68% | 259.45%-253.8pp | 138.47%-132.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $6,180 | $3,287+88.0% | $2,403+157.1% | $4,869+26.9% |
| Participant deferral / active EE | $1,495 | $4,088-63.4% | $3,160-52.7% | $5,287-71.7% |
| Admin fee / account holder | $202 | $6,752-97.0% | $4,622-95.6% | $10,133-98.0% |