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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 | $47,976 | $115,814-58.6% | $101,275-52.6% | $158,982-69.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.68% | 56.16%-40.5pp | 46.48%-30.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $16,081 | $4,176+285.1% | $3,660+339.4% | $4,763+237.6% |
| Participant deferral / active EE | $5,434 | $4,958+9.6% | $4,371+24.3% | $5,983-9.2% |
| Admin fee / account holder | $265 | $7,249-96.3% | $5,948-95.5% | $11,252-97.6% |