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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 | $45,606 | $111,830-59.2% | $93,696-51.3% | $145,884-68.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.53% | 204.08%-192.6pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,334 | $3,093+7.8% | $2,422+37.7% | $4,662-28.5% |
| Participant deferral / active EE | $3,352 | $4,920-31.9% | $4,417-24.1% | $6,690-49.9% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |