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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 | $68,074 | $118,877-42.7% | $96,570-29.5% | $167,536-59.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.96% | 50.50%-27.5pp | 37.79%-14.8pp | 478.82%-455.9pp |
| Employer contribution / active EE | $9,140 | $3,121+192.9% | $2,357+287.8% | $4,839+88.9% |
| Participant deferral / active EE | $2,350 | $4,617-49.1% | $3,849-39.0% | $6,342-62.9% |
| Admin fee / account holder | $275 | $8,069-96.6% | $6,182-95.6% | $12,315-97.8% |