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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 | $62,809 | $102,638-38.8% | $81,982-23.4% | $158,982-60.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 26.18% | 61.05%-34.9pp | 41.31%-15.1pp | 302.99%-276.8pp |
| Employer contribution / active EE | $6,057 | $3,241+86.9% | $2,498+142.4% | $4,763+27.2% |
| Participant deferral / active EE | $13,479 | $4,649+189.9% | $3,722+262.1% | $5,983+125.3% |
| Admin fee / account holder | $7 | $8,237-99.9% | $5,665-99.9% | $11,252-99.9% |