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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 | $44,483 | $63,346-29.8% | $92,240-51.8% | $70,126-36.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.58% | 530.19%-506.6pp | 176.29%-152.7pp | 73.15%-49.6pp |
| Employer contribution / active EE | $2,929 | $2,471+18.5% | $3,680-20.4% | $2,343+25.0% |
| Participant deferral / active EE | $4,704 | $2,854+64.8% | $3,897+20.7% | $3,332+41.2% |
| Admin fee / account holder | $179 | $3,841-95.3% | $5,194-96.6% | $4,645-96.2% |