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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 | $50,247 | $106,918-53.0% | $84,021-40.2% | $152,897-67.1% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.6pp | 82.5%+4.2pp |
| Annual return | 18.88% | 105.01%-86.1pp | 71.32%-52.4pp | 345.43%-326.5pp |
| Employer contribution / active EE | $5,292 | $2,735+93.5% | $1,984+166.8% | $4,764+11.1% |
| Participant deferral / active EE | $2,344 | $4,012-41.6% | $3,239-27.6% | $5,851-59.9% |
| Admin fee / account holder | $9 | $8,288-99.9% | $6,102-99.9% | $11,599-99.9% |