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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 | $44,634 | $111,535-60.0% | $105,223-57.6% | $137,256-67.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.04% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $6,075 | $3,939+54.2% | $3,689+64.7% | $4,156+46.2% |
| Participant deferral / active EE | $6,340 | $5,500+15.3% | $5,072+25.0% | $6,407-1.0% |
| Admin fee / account holder | $99 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |