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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 | $52,167 | $106,923-51.2% | $84,023-37.9% | $152,909-65.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 27.66% | 105.02%-77.4pp | 71.32%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $3,576 | $2,735+30.7% | $1,984+80.2% | $4,764-24.9% |
| Participant deferral / active EE | $5,837 | $4,013+45.4% | $3,239+80.2% | $5,851-0.3% |
| Admin fee / account holder | $22 | $8,289-99.7% | $6,102-99.6% | $11,601-99.8% |