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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 | $56,262 | $198,457-71.7% | $170,435-67.0% | $147,586-61.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.85% | 257.30%-232.5pp | 205.94%-181.1pp | 578.59%-553.7pp |
| Employer contribution / active EE | $3,037 | $6,183-50.9% | $5,432-44.1% | $4,876-37.7% |
| Participant deferral / active EE | $5,122 | $5,629-9.0% | $4,939+3.7% | $5,439-5.8% |
| Admin fee / account holder | $123 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |