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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 | $47,400 | $108,897-56.5% | $100,378-52.8% | $145,877-67.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.54% | 58.17%-42.6pp | 49.41%-33.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,988 | $4,420-9.8% | $3,942+1.2% | $4,663-14.5% |
| Participant deferral / active EE | $4,304 | $8,455-49.1% | $8,087-46.8% | $6,691-35.7% |
| Admin fee / account holder | $42 | $9,690-99.6% | $7,899-99.5% | $13,402-99.7% |