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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 | $20,512 | $115,814-82.3% | $101,275-79.7% | $158,982-87.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.78% | 56.16%-27.4pp | 46.48%-17.7pp | 302.99%-274.2pp |
| Employer contribution / active EE | $4,087 | $4,176-2.1% | $3,660+11.7% | $4,763-14.2% |
| Participant deferral / active EE | $3,951 | $4,958-20.3% | $4,371-9.6% | $5,983-34.0% |
| Admin fee / account holder | $86 | $7,249-98.8% | $5,948-98.6% | $11,252-99.2% |