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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 | $57,258 | $118,708-51.8% | $98,920-42.1% | $158,966-64.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.45% | 372.49%-359.0pp | 196.47%-183.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $6,166 | $3,334+84.9% | $2,689+129.3% | $4,762+29.5% |
| Participant deferral / active EE | $4,743 | $5,089-6.8% | $4,245+11.7% | $5,983-20.7% |
| Admin fee / account holder | $18 | $10,134-99.8% | $6,643-99.7% | $11,250-99.8% |