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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 | $47,900 | $112,121-57.3% | $95,960-50.1% | $158,966-69.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.87% | 171.16%-155.3pp | 91.63%-75.8pp | 302.95%-287.1pp |
| Employer contribution / active EE | $5,384 | $3,199+68.3% | $2,541+111.9% | $4,762+13.0% |
| Participant deferral / active EE | $1,962 | $4,784-59.0% | $4,167-52.9% | $5,983-67.2% |
| Admin fee / account holder | $265 | $10,135-97.4% | $6,797-96.1% | $11,250-97.6% |