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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 | $69,266 | $115,814-40.2% | $101,275-31.6% | $158,982-56.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.14% | 56.16%-38.0pp | 46.48%-28.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $3,058 | $4,176-26.8% | $3,660-16.5% | $4,763-35.8% |
| Participant deferral / active EE | $5,973 | $4,958+20.5% | $4,371+36.7% | $5,983-0.2% |
| Admin fee / account holder | $283 | $7,249-96.1% | $5,948-95.2% | $11,252-97.5% |