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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 | $44,424 | $108,897-59.2% | $100,378-55.7% | $145,877-69.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 58.17%-44.6pp | 49.41%-35.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,226 | $4,420-49.6% | $3,942-43.5% | $4,663-52.3% |
| Participant deferral / active EE | $9,815 | $8,455+16.1% | $8,087+21.4% | $6,691+46.7% |
| Admin fee / account holder | $163 | $9,690-98.3% | $7,899-97.9% | $13,402-98.8% |