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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 | $52,473 | $78,707-33.3% | $117,861-55.5% | $70,126-25.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.23% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,480 | $2,223+11.5% | $3,786-34.5% | $2,343+5.9% |
| Participant deferral / active EE | $5,597 | $3,297+69.8% | $4,482+24.9% | $3,332+68.0% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |