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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 | $46,246 | $105,856-56.3% | $90,161-48.7% | $147,586-68.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.49% | 37.63%-16.1pp | 34.89%-13.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $12,128 | $4,126+193.9% | $3,318+265.5% | $4,876+148.7% |
| Participant deferral / active EE | $6,335 | $5,733+10.5% | $5,287+19.8% | $5,439+16.5% |
| Admin fee / account holder | $17 | $8,046-99.8% | $5,943-99.7% | $10,886-99.8% |