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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 | $89,424 | $157,304-43.2% | $141,197-36.7% | $152,909-41.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.16% | 64.34%-24.2pp | 71.41%-31.2pp | 345.46%-305.3pp |
| Employer contribution / active EE | $38,136 | $5,263+624.7% | $4,736+705.2% | $4,764+700.5% |
| Participant deferral / active EE | $19,036 | $7,111+167.7% | $6,710+183.7% | $5,851+225.3% |
| Admin fee / account holder | $81 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |