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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 | $55,402 | $201,370-72.5% | $184,256-69.9% | $145,897-62.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 68.07% | 29.05%+39.0pp | 28.85%+39.2pp | 552.29%-484.2pp |
| Employer contribution / active EE | $2,854 | $7,024-59.4% | $6,427-55.6% | $4,663-38.8% |
| Participant deferral / active EE | $4,490 | $9,808-54.2% | $9,133-50.8% | $6,689-32.9% |
| Admin fee / account holder | $156 | $16,364-99.0% | $13,899-98.9% | $13,390-98.8% |