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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 | $57,437 | $115,810-50.4% | $101,271-43.3% | $158,966-63.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.06% | 56.15%-29.1pp | 46.48%-19.4pp | 302.95%-275.9pp |
| Employer contribution / active EE | $3,764 | $4,175-9.9% | $3,660+2.8% | $4,762-21.0% |
| Participant deferral / active EE | $3,982 | $4,958-19.7% | $4,371-8.9% | $5,983-33.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |