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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 | $75,161 | $115,814-35.1% | $101,275-25.8% | $158,982-52.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.11% | 56.16%-32.0pp | 46.48%-22.4pp | 302.99%-278.9pp |
| Employer contribution / active EE | $5,636 | $4,176+35.0% | $3,660+54.0% | $4,763+18.3% |
| Participant deferral / active EE | $7,606 | $4,958+53.4% | $4,371+74.0% | $5,983+27.1% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |