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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 | $108,911-58.0% | $100,392-54.4% | $145,884-68.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.94% | 58.23%-41.3pp | 49.45%-32.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $5,800 | $4,420+31.2% | $3,941+47.2% | $4,662+24.4% |
| Participant deferral / active EE | $10,754 | $8,459+27.1% | $8,090+32.9% | $6,690+60.8% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |