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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 | $115,224 | $99,652+15.6% | $78,778+46.3% | $147,586-21.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.15% | 47.28%-35.1pp | 35.62%-23.5pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,652 | $2,796-40.9% | $1,986-16.8% | $4,876-66.1% |
| Participant deferral / active EE | $3,900 | $3,664+6.5% | $2,958+31.8% | $5,439-28.3% |
| Admin fee / account holder | $271 | $7,155-96.2% | $5,134-94.7% | $10,886-97.5% |