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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 | $51,455 | $72,071-28.6% | $68,368-24.7% | $137,256-62.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 20.19% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,605 | $2,788+29.3% | $2,649+36.1% | $4,156-13.3% |
| Participant deferral / active EE | $3,605 | $4,410-18.3% | $4,123-12.6% | $6,407-43.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |