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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 | $56,392 | $109,411-48.5% | $89,435-36.9% | $158,982-64.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.25% | 345.68%-333.4pp | 245.55%-233.3pp | 302.99%-290.7pp |
| Employer contribution / active EE | $4,143 | $3,173+30.6% | $2,587+60.2% | $4,763-13.0% |
| Participant deferral / active EE | $1,186 | $4,600-74.2% | $3,890-69.5% | $5,983-80.2% |
| Admin fee / account holder | $1 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |