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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 | $29,056 | $112,121-74.1% | $95,960-69.7% | $158,966-81.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.91% | 171.16%-158.2pp | 91.63%-78.7pp | 302.95%-290.0pp |
| Employer contribution / active EE | $5,020 | $3,199+56.9% | $2,541+97.5% | $4,762+5.4% |
| Participant deferral / active EE | $4,083 | $4,784-14.6% | $4,167-2.0% | $5,983-31.8% |
| Admin fee / account holder | $113 | $10,135-98.9% | $6,797-98.3% | $11,250-99.0% |