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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 | $33,093 | $115,814-71.4% | $101,275-67.3% | $158,982-79.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.15% | 56.16%-41.0pp | 46.48%-31.3pp | 302.99%-287.8pp |
| Employer contribution / active EE | $2,216 | $4,176-46.9% | $3,660-39.5% | $4,763-53.5% |
| Participant deferral / active EE | $4,671 | $4,958-5.8% | $4,371+6.9% | $5,983-21.9% |
| Admin fee / account holder | $202 | $7,249-97.2% | $5,948-96.6% | $11,252-98.2% |