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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 | $48,942 | $81,696-40.1% | $70,494-30.6% | $158,982-69.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.67% | 208.70%-182.0pp | 109.16%-82.5pp | 302.99%-276.3pp |
| Employer contribution / active EE | $6,264 | $3,220+94.5% | $2,738+128.8% | $4,763+31.5% |
| Participant deferral / active EE | $9,936 | $4,558+118.0% | $3,711+167.8% | $5,983+66.1% |
| Admin fee / account holder | $250 | $6,200-96.0% | $3,848-93.5% | $11,252-97.8% |