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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 | $69,373 | $208,088-66.7% | $186,193-62.7% | $154,746-55.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.26% | 89.97%-70.7pp | 78.03%-58.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,280 | $4,340-47.5% | $3,918-41.8% | $4,379-47.9% |
| Participant deferral / active EE | $13,653 | $7,078+92.9% | $6,513+109.6% | $6,730+102.9% |
| Admin fee / account holder | $20 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |