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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 | $74,389 | $197,637-62.4% | $177,848-58.2% | $158,982-53.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.01% | 58.77%-44.8pp | 48.33%-34.3pp | 302.99%-289.0pp |
| Employer contribution / active EE | $4,576 | $6,698-31.7% | $5,919-22.7% | $4,763-3.9% |
| Participant deferral / active EE | $5,690 | $8,405-32.3% | $7,714-26.2% | $5,983-4.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |