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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 | $40,800 | $125,190-67.4% | $105,624-61.4% | $145,897-72.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.86% | 225.22%-212.4pp | 116.20%-103.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,693 | $3,720+26.1% | $3,168+48.1% | $4,663+0.6% |
| Participant deferral / active EE | $5,363 | $5,716-6.2% | $5,013+7.0% | $6,689-19.8% |
| Admin fee / account holder | $156 | $17,138-99.1% | $10,961-98.6% | $13,390-98.8% |