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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 | $76,287 | $115,810-34.1% | $101,271-24.7% | $158,966-52.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.35% | 56.15%-41.8pp | 46.48%-32.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $2,006 | $4,175-52.0% | $3,660-45.2% | $4,762-57.9% |
| Participant deferral / active EE | $2,631 | $4,958-46.9% | $4,371-39.8% | $5,983-56.0% |
| Admin fee / account holder | $9 | $7,248-99.9% | $5,948-99.8% | $11,250-99.9% |