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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 | $48,787 | $111,785-56.4% | $93,669-47.9% | $145,877-66.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 18.43% | 203.79%-185.4pp | 133.59%-115.2pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,711 | $3,096-12.4% | $2,424+11.9% | $4,663-41.9% |
| Participant deferral / active EE | $6,652 | $4,919+35.3% | $4,416+50.7% | $6,691-0.6% |
| Admin fee / account holder | $7 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |