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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 | $51,402 | $81,664-37.1% | $70,476-27.1% | $158,966-67.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.87% | 208.59%-187.7pp | 109.12%-88.3pp | 302.95%-282.1pp |
| Employer contribution / active EE | $3,763 | $3,219+16.9% | $2,738+37.4% | $4,762-21.0% |
| Participant deferral / active EE | $19,659 | $4,556+331.5% | $3,710+429.9% | $5,983+228.6% |
| Admin fee / account holder | $45 | $6,197-99.3% | $3,847-98.8% | $11,250-99.6% |