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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 | $46,691 | $111,535-58.1% | $105,223-55.6% | $137,256-66.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.92% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $9,953 | $3,939+152.7% | $3,689+169.8% | $4,156+139.5% |
| Participant deferral / active EE | $4,247 | $5,500-22.8% | $5,072-16.3% | $6,407-33.7% |
| Admin fee / account holder | $16 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |