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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 | $49,824 | $227,597-78.1% | $189,575-73.7% | $167,536-70.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.95% | 78.44%-64.5pp | 64.19%-50.2pp | 478.82%-464.9pp |
| Employer contribution / active EE | $5,203 | $5,316-2.1% | $4,412+17.9% | $4,839+7.5% |
| Participant deferral / active EE | $13,307 | $7,002+90.0% | $6,174+115.5% | $6,342+109.8% |
| Admin fee / account holder | $230 | $11,877-98.1% | $9,806-97.7% | $12,315-98.1% |