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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 | $67,905 | $108,942-37.7% | $100,415-32.4% | $145,897-53.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 58.27%-42.5pp | 49.47%-33.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,539 | $4,422-65.2% | $3,943-61.0% | $4,663-67.0% |
| Participant deferral / active EE | $3,352 | $8,461-60.4% | $8,091-58.6% | $6,689-49.9% |
| Admin fee / account holder | $9 | $9,702-99.9% | $7,906-99.9% | $13,390-99.9% |