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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 | $47,321 | $183,592-74.2% | $155,574-69.6% | $145,877-67.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,541 | $5,317-71.0% | $4,676-67.0% | $4,663-66.9% |
| Participant deferral / active EE | $11,026 | $6,466+70.5% | $5,629+95.9% | $6,691+64.8% |
| Admin fee / account holder | $233 | $19,316-98.8% | $15,914-98.5% | $13,402-98.3% |