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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 | $49,517 | $72,071-31.3% | $68,368-27.6% | $137,256-63.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.61% | 353.14%-328.5pp | 292.57%-268.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,874 | $2,788-32.8% | $2,649-29.3% | $4,156-54.9% |
| Participant deferral / active EE | $9,118 | $4,410+106.8% | $4,123+121.2% | $6,407+42.3% |
| Admin fee / account holder | $151 | $5,336-97.2% | $5,150-97.1% | $12,270-98.8% |