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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 | $72,846 | $217,392-66.5% | $185,818-60.8% | $167,497-56.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.21% | 148.37%-134.2pp | 122.06%-107.8pp | 478.62%-464.4pp |
| Employer contribution / active EE | $2,025 | $5,873-65.5% | $5,168-60.8% | $4,838-58.1% |
| Participant deferral / active EE | $4,908 | $6,357-22.8% | $5,568-11.8% | $6,341-22.6% |
| Admin fee / account holder | $202 | $19,813-99.0% | $16,239-98.8% | $12,310-98.4% |