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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 | $70,324 | $115,814-39.3% | $101,275-30.6% | $158,982-55.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.97% | 56.16%-33.2pp | 46.48%-23.5pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,105 | $4,176-73.5% | $3,660-69.8% | $4,763-76.8% |
| Participant deferral / active EE | $13,277 | $4,958+167.8% | $4,371+203.8% | $5,983+121.9% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |