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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 | $53,847 | $115,810-53.5% | $101,271-46.8% | $158,966-66.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.74% | 56.15%-37.4pp | 46.48%-27.7pp | 302.95%-284.2pp |
| Employer contribution / active EE | $4,628 | $4,175+10.8% | $3,660+26.4% | $4,762-2.8% |
| Participant deferral / active EE | $3,266 | $4,958-34.1% | $4,371-25.3% | $5,983-45.4% |
| Admin fee / account holder | $263 | $7,248-96.4% | $5,948-95.6% | $11,250-97.7% |