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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 | $54,991 | $183,592-70.0% | $155,574-64.7% | $145,877-62.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.20% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,474 | $5,317-53.5% | $4,676-47.1% | $4,663-46.9% |
| Participant deferral / active EE | $3,813 | $6,466-41.0% | $5,629-32.3% | $6,691-43.0% |
| Admin fee / account holder | $285 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |