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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 | $45,736 | $108,912-58.0% | $100,383-54.4% | $145,959-68.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.94% | 57.96%-41.0pp | 49.26%-32.3pp | 561.95%-545.0pp |
| Employer contribution / active EE | $5,800 | $4,423+31.1% | $3,944+47.1% | $4,661+24.4% |
| Participant deferral / active EE | $10,754 | $8,451+27.3% | $8,086+33.0% | $6,689+60.8% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |