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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 | $63,638 | $125,193-49.2% | $105,591-39.7% | $145,978-56.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.31% | 225.53%-209.2pp | 116.43%-100.1pp | 550.52%-534.2pp |
| Employer contribution / active EE | $4,600 | $3,718+23.7% | $3,166+45.3% | $4,662-1.3% |
| Participant deferral / active EE | $2,374 | $5,708-58.4% | $5,008-52.6% | $6,690-64.5% |
| Admin fee / account holder | $25 | $17,277-99.9% | $11,024-99.8% | $13,400-99.8% |