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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 | $78,541 | $115,814-32.2% | $101,275-22.4% | $158,982-50.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.81% | 56.16%-24.3pp | 46.48%-14.7pp | 302.99%-271.2pp |
| Employer contribution / active EE | $1,160 | $4,176-72.2% | $3,660-68.3% | $4,763-75.6% |
| Participant deferral / active EE | $14,004 | $4,958+182.4% | $4,371+220.4% | $5,983+134.0% |
| Admin fee / account holder | $53 | $7,249-99.3% | $5,948-99.1% | $11,252-99.5% |