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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 | $48,832 | $166,131-70.6% | $164,975-70.4% | $145,877-66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.19% | 100.37%-83.2pp | 70.12%-52.9pp | 551.28%-534.1pp |
| Employer contribution / active EE | $3,896 | $5,276-26.1% | $4,343-10.3% | $4,663-16.4% |
| Participant deferral / active EE | $10,834 | $6,962+55.6% | $6,033+79.6% | $6,691+61.9% |
| Admin fee / account holder | $262 | $16,648-98.4% | $12,688-97.9% | $13,402-98.0% |