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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 | $45,443 | $108,912-58.3% | $100,383-54.7% | $145,959-68.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 57.96%-43.8pp | 49.26%-35.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,160 | $4,423-51.2% | $3,944-45.2% | $4,661-53.7% |
| Participant deferral / active EE | $7,105 | $8,451-15.9% | $8,086-12.1% | $6,689+6.2% |
| Admin fee / account holder | $218 | $9,690-97.8% | $7,900-97.2% | $13,398-98.4% |