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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 | $50,628 | $289,211-82.5% | $260,467-80.6% | $198,609-74.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 20.14% | 112.90%-92.8pp | 100.60%-80.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $4,375 | $4,663-6.2% | $4,239+3.2% | $5,055-13.5% |
| Participant deferral / active EE | $10,274 | $6,812+50.8% | $6,319+62.6% | $6,977+47.3% |
| Admin fee / account holder | $108 | $16,236-99.3% | $15,461-99.3% | $19,030-99.4% |