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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 | $56,982 | $227,633-75.0% | $189,597-69.9% | $167,553-66.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 28.09% | 78.45%-50.4pp | 64.20%-36.1pp | 478.89%-450.8pp |
| Employer contribution / active EE | $8,622 | $5,317+62.2% | $4,412+95.4% | $4,840+78.2% |
| Participant deferral / active EE | $9,967 | $7,003+42.3% | $6,174+61.4% | $6,343+57.1% |
| Admin fee / account holder | $5 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |