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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 | $65,619 | $108,942-39.8% | $100,415-34.7% | $145,897-55.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.32% | 58.27%-44.0pp | 49.47%-35.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,355 | $4,422-24.1% | $3,943-14.9% | $4,663-28.0% |
| Participant deferral / active EE | $8,050 | $8,461-4.9% | $8,091-0.5% | $6,689+20.3% |
| Admin fee / account holder | $20 | $9,702-99.8% | $7,906-99.7% | $13,390-99.9% |