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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 | $100,929 | $208,088-51.5% | $186,193-45.8% | $154,746-34.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.03% | 89.97%-72.9pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,537 | $4,340-41.6% | $3,918-35.3% | $4,379-42.1% |
| Participant deferral / active EE | $7,024 | $7,078-0.8% | $6,513+7.8% | $6,730+4.4% |
| Admin fee / account holder | $20 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |