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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 | $51,292 | $115,814-55.7% | $101,275-49.4% | $158,982-67.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.24% | 56.16%-40.9pp | 46.48%-31.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $1,938 | $4,176-53.6% | $3,660-47.0% | $4,763-59.3% |
| Participant deferral / active EE | $5,552 | $4,958+12.0% | $4,371+27.0% | $5,983-7.2% |
| Admin fee / account holder | $13 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |