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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 | $80,824 | $115,814-30.2% | $101,275-20.2% | $158,982-49.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.06% | 56.16%-33.1pp | 46.48%-23.4pp | 302.99%-279.9pp |
| Employer contribution / active EE | $3,296 | $4,176-21.1% | $3,660-10.0% | $4,763-30.8% |
| Participant deferral / active EE | $5,248 | $4,958+5.8% | $4,371+20.1% | $5,983-12.3% |
| Admin fee / account holder | $69 | $7,249-99.0% | $5,948-98.8% | $11,252-99.4% |