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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 | $50,924 | $157,276-67.6% | $141,177-63.9% | $152,885-66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.53% | 64.33%-32.8pp | 71.40%-39.9pp | 345.39%-313.9pp |
| Employer contribution / active EE | $3,553 | $5,262-32.5% | $4,736-25.0% | $4,763-25.4% |
| Participant deferral / active EE | $21,004 | $7,110+195.4% | $6,710+213.0% | $5,851+259.0% |
| Admin fee / account holder | $201 | $12,123-98.3% | $10,263-98.0% | $11,598-98.3% |