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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 | $33,551 | $108,911-69.2% | $100,392-66.6% | $145,884-77.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.90% | 58.23%-36.3pp | 49.45%-27.6pp | 551.85%-529.9pp |
| Employer contribution / active EE | $6,685 | $4,420+51.2% | $3,941+69.6% | $4,662+43.4% |
| Participant deferral / active EE | $6,685 | $8,459-21.0% | $8,090-17.4% | $6,690-0.1% |
| Admin fee / account holder | $111 | $9,698-98.9% | $7,904-98.6% | $13,392-99.2% |