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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 | $49,678 | $108,882-54.4% | $96,754-48.7% | $154,746-67.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 25.40% | 98.39%-73.0pp | 82.04%-56.6pp | 172.34%-146.9pp |
| Employer contribution / active EE | $3,932 | $3,018+30.3% | $2,679+46.7% | $4,379-10.2% |
| Participant deferral / active EE | $12,204 | $5,323+129.3% | $4,758+156.5% | $6,730+81.3% |
| Admin fee / account holder | $274 | $10,200-97.3% | $8,905-96.9% | $14,365-98.1% |