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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 | $64,857 | $115,814-44.0% | $101,275-36.0% | $158,982-59.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.44% | 56.16%-40.7pp | 46.48%-31.0pp | 302.99%-287.5pp |
| Employer contribution / active EE | $3,083 | $4,176-26.2% | $3,660-15.8% | $4,763-35.3% |
| Participant deferral / active EE | $4,447 | $4,958-10.3% | $4,371+1.7% | $5,983-25.7% |
| Admin fee / account holder | $214 | $7,249-97.0% | $5,948-96.4% | $11,252-98.1% |