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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 | $50,662 | $102,385-50.5% | $147,080-65.6% | $80,935-37.4% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 14.47% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $4,248 | $3,717+14.3% | $4,933-13.9% | $2,757+54.1% |
| Participant deferral / active EE | $9,523 | $6,651+43.2% | $8,066+18.1% | $4,299+121.5% |
| Admin fee / account holder | $220 | $7,951-97.2% | $12,989-98.3% | $6,924-96.8% |