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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 | $53,321 | $108,911-51.0% | $100,392-46.9% | $145,884-63.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.49% | 58.23%-46.7pp | 49.45%-38.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,530 | $4,420-20.1% | $3,941-10.4% | $4,662-24.3% |
| Participant deferral / active EE | $23,846 | $8,459+181.9% | $8,090+194.8% | $6,690+256.5% |
| Admin fee / account holder | $194 | $9,698-98.0% | $7,904-97.5% | $13,392-98.6% |