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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 | $65,398 | $168,636-61.2% | $147,617-55.7% | $125,393-47.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.64% | 77.65%-73.0pp | 61.98%-57.3pp | 282.23%-277.6pp |
| Employer contribution / active EE | $3,099 | $6,252-50.4% | $5,565-44.3% | $4,866-36.3% |
| Participant deferral / active EE | $7,464 | $5,507+35.5% | $4,895+52.5% | $5,351+39.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |