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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 | $108,897-58.8% | $100,378-55.3% | $145,877-69.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 58.17%-44.1pp | 49.41%-35.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $5,301 | $4,420+19.9% | $3,942+34.5% | $4,663+13.7% |
| Participant deferral / active EE | $12,854 | $8,455+52.0% | $8,087+58.9% | $6,691+92.1% |
| Admin fee / account holder | $213 | $9,690-97.8% | $7,899-97.3% | $13,402-98.4% |