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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 | $47,257 | $118,875-60.2% | $96,572-51.1% | $167,553-71.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.32% | 50.50%-33.2pp | 37.79%-20.5pp | 478.89%-461.6pp |
| Employer contribution / active EE | $5,968 | $3,121+91.2% | $2,357+153.2% | $4,840+23.3% |
| Participant deferral / active EE | $7,460 | $4,617+61.6% | $3,850+93.8% | $6,343+17.6% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |