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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 | $55,688 | $111,535-50.1% | $105,223-47.1% | $137,256-59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.42% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,360 | $3,939-40.1% | $3,689-36.0% | $4,156-43.2% |
| Participant deferral / active EE | $9,514 | $5,500+73.0% | $5,072+87.6% | $6,407+48.5% |
| Admin fee / account holder | $199 | $9,721-97.9% | $8,859-97.7% | $12,270-98.4% |