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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 | $56,637 | $108,922-48.0% | $100,398-43.6% | $145,978-61.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 58.04%-43.0pp | 49.32%-34.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $7,870 | $4,426+77.8% | $3,946+99.4% | $4,662+68.8% |
| Participant deferral / active EE | $13,402 | $8,450+58.6% | $8,084+65.8% | $6,690+100.3% |
| Admin fee / account holder | $259 | $9,680-97.3% | $7,893-96.7% | $13,400-98.1% |