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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 | $45,647 | $198,457-77.0% | $170,435-73.2% | $147,586-69.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.15% | 257.30%-237.2pp | 205.94%-185.8pp | 578.59%-558.4pp |
| Employer contribution / active EE | $2,188 | $6,183-64.6% | $5,432-59.7% | $4,876-55.1% |
| Participant deferral / active EE | $3,844 | $5,629-31.7% | $4,939-22.2% | $5,439-29.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |