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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 | $58,808 | $78,428-25.0% | $95,960-38.7% | $79,852-26.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 42.37% | 19.37%+23.0pp | 91.63%-49.3pp | 31.72%+10.7pp |
| Employer contribution / active EE | $4,393 | $1,945+125.8% | $2,541+72.9% | $2,471+77.8% |
| Participant deferral / active EE | $7,759 | $3,440+125.6% | $4,167+86.2% | $3,740+107.4% |
| Admin fee / account holder | $262 | $5,622-95.3% | $6,797-96.1% | $5,306-95.1% |