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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 | $69,899 | $197,637-64.6% | $177,848-60.7% | $158,982-56.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.67% | 58.77%-39.1pp | 48.33%-28.7pp | 302.99%-283.3pp |
| Employer contribution / active EE | $2,900 | $6,698-56.7% | $5,919-51.0% | $4,763-39.1% |
| Participant deferral / active EE | $11,040 | $8,405+31.4% | $7,714+43.1% | $5,983+84.5% |
| Admin fee / account holder | $38 | $15,406-99.8% | $12,431-99.7% | $11,252-99.7% |