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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 | $54,793 | $115,814-52.7% | $101,275-45.9% | $158,982-65.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.46% | 56.16%-29.7pp | 46.48%-20.0pp | 302.99%-276.5pp |
| Employer contribution / active EE | $7,361 | $4,176+76.3% | $3,660+101.1% | $4,763+54.6% |
| Participant deferral / active EE | $3,359 | $4,958-32.3% | $4,371-23.1% | $5,983-43.9% |
| Admin fee / account holder | $12 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |