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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 | $47,934 | $104,937-54.3% | $84,628-43.4% | $152,897-68.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.89% | 373.88%-352.0pp | 258.80%-236.9pp | 345.43%-323.5pp |
| Employer contribution / active EE | $3,081 | $3,303-6.7% | $2,653+16.1% | $4,764-35.3% |
| Participant deferral / active EE | $4,868 | $4,690+3.8% | $3,900+24.8% | $5,851-16.8% |
| Admin fee / account holder | $4 | $6,243-99.9% | $4,914-99.9% | $11,599-100.0% |