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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 | $59,512 | $115,796-48.6% | $101,264-41.2% | $158,950-62.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.34% | 56.15%-36.8pp | 46.48%-27.1pp | 302.91%-283.6pp |
| Employer contribution / active EE | $2,891 | $4,175-30.8% | $3,660-21.0% | $4,762-39.3% |
| Participant deferral / active EE | $11,676 | $4,958+135.5% | $4,370+167.2% | $5,983+95.2% |
| Admin fee / account holder | $27 | $7,247-99.6% | $5,947-99.5% | $11,248-99.8% |