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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 | $43,868 | $109,411-59.9% | $89,435-50.9% | $158,982-72.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.58% | 345.68%-324.1pp | 245.55%-224.0pp | 302.99%-281.4pp |
| Employer contribution / active EE | $3,022 | $3,173-4.7% | $2,587+16.8% | $4,763-36.5% |
| Participant deferral / active EE | $4,363 | $4,600-5.1% | $3,890+12.1% | $5,983-27.1% |
| Admin fee / account holder | $122 | $6,159-98.0% | $4,884-97.5% | $11,252-98.9% |