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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 | $46,645 | $106,923-56.4% | $84,023-44.5% | $152,909-69.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.50% | 105.02%-81.5pp | 71.32%-47.8pp | 345.46%-322.0pp |
| Employer contribution / active EE | $6,723 | $2,735+145.8% | $1,984+238.9% | $4,764+41.1% |
| Participant deferral / active EE | $6,392 | $4,013+59.3% | $3,239+97.3% | $5,851+9.2% |
| Admin fee / account holder | $4 | $8,289-99.9% | $6,102-99.9% | $11,601-100.0% |