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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 | $104,499 | $115,814-9.8% | $101,275+3.2% | $158,982-34.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.59% | 56.16%-40.6pp | 46.48%-30.9pp | 302.99%-287.4pp |
| Employer contribution / active EE | $2,912 | $4,176-30.3% | $3,660-20.4% | $4,763-38.9% |
| Participant deferral / active EE | $4,093 | $4,958-17.5% | $4,371-6.4% | $5,983-31.6% |
| Admin fee / account holder | $70 | $7,249-99.0% | $5,948-98.8% | $11,252-99.4% |