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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 | $48,609 | $99,652-51.2% | $78,778-38.3% | $147,586-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.46% | 47.28%-33.8pp | 35.62%-22.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,824 | $2,796+1.0% | $1,986+42.2% | $4,876-42.1% |
| Participant deferral / active EE | $3,375 | $3,664-7.9% | $2,958+14.1% | $5,439-38.0% |
| Admin fee / account holder | $217 | $7,155-97.0% | $5,134-95.8% | $10,886-98.0% |