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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 | $49,825 | $112,933-55.9% | $90,970-45.2% | $158,982-68.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.64% | 215.82%-202.2pp | 134.60%-121.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,133 | $2,893-26.3% | $2,122+0.5% | $4,763-55.2% |
| Participant deferral / active EE | $7,048 | $4,128+70.7% | $3,373+109.0% | $5,983+17.8% |
| Admin fee / account holder | $289 | $8,047-96.4% | $5,961-95.2% | $11,252-97.4% |