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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 | $55,803 | $197,625-71.8% | $177,840-68.6% | $158,966-64.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.32% | 58.76%-39.4pp | 48.32%-29.0pp | 302.95%-283.6pp |
| Employer contribution / active EE | $2,440 | $6,698-63.6% | $5,919-58.8% | $4,762-48.8% |
| Participant deferral / active EE | $6,201 | $8,405-26.2% | $7,714-19.6% | $5,983+3.6% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |