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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 | $60,170 | $99,652-39.6% | $78,778-23.6% | $147,586-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.28% | 47.28%-27.0pp | 35.62%-15.3pp | 578.59%-558.3pp |
| Employer contribution / active EE | $4,844 | $2,796+73.3% | $1,986+144.0% | $4,876-0.7% |
| Participant deferral / active EE | $9,014 | $3,664+146.1% | $2,958+204.7% | $5,439+65.7% |
| Admin fee / account holder | $14 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |