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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 | $44,866 | $108,942-58.8% | $100,415-55.3% | $145,897-69.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 58.27%-44.2pp | 49.47%-35.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,301 | $4,422+19.9% | $3,943+34.5% | $4,663+13.7% |
| Participant deferral / active EE | $12,854 | $8,461+51.9% | $8,091+58.9% | $6,689+92.2% |
| Admin fee / account holder | $213 | $9,702-97.8% | $7,906-97.3% | $13,390-98.4% |