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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 | $53,440 | $167,030-68.0% | $135,768-60.6% | $155,188-65.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 6.81% | 678.39%-671.6pp | 526.10%-519.3pp | 148.84%-142.0pp |
| Employer contribution / active EE | $2,900 | $4,132-29.8% | $3,394-14.6% | $4,248-31.7% |
| Participant deferral / active EE | $6,000 | $4,528+32.5% | $3,977+50.9% | $6,531-8.1% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |