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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 | $60,614 | $102,638-40.9% | $81,982-26.1% | $158,982-61.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 22.19% | 61.05%-38.9pp | 41.31%-19.1pp | 302.99%-280.8pp |
| Employer contribution / active EE | $4,493 | $3,241+38.6% | $2,498+79.8% | $4,763-5.7% |
| Participant deferral / active EE | $5,433 | $4,649+16.9% | $3,722+46.0% | $5,983-9.2% |
| Admin fee / account holder | $110 | $8,237-98.7% | $5,665-98.1% | $11,252-99.0% |