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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 | $36,229 | $115,810-68.7% | $101,271-64.2% | $158,966-77.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 47.91% | 56.15%-8.2pp | 46.48%+1.4pp | 302.95%-255.0pp |
| Employer contribution / active EE | $3,716 | $4,175-11.0% | $3,660+1.5% | $4,762-22.0% |
| Participant deferral / active EE | $6,951 | $4,958+40.2% | $4,371+59.0% | $5,983+16.2% |
| Admin fee / account holder | $112 | $7,248-98.5% | $5,948-98.1% | $11,250-99.0% |