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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 | $34,457 | $102,638-66.4% | $81,991-58.0% | $158,966-78.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 34.82% | 61.05%-26.2pp | 41.31%-6.5pp | 302.95%-268.1pp |
| Employer contribution / active EE | $13,723 | $3,241+323.4% | $2,498+449.3% | $4,762+188.1% |
| Participant deferral / active EE | $3,951 | $4,649-15.0% | $3,722+6.1% | $5,983-34.0% |
| Admin fee / account holder | $171 | $8,237-97.9% | $5,665-97.0% | $11,250-98.5% |