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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 | $68,513 | $185,883-63.1% | $170,043-59.7% | $139,466-50.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.34% | 60.54%-43.2pp | 53.40%-36.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,968 | $7,596-60.9% | $6,790-56.3% | $4,754-37.6% |
| Participant deferral / active EE | $4,951 | $11,626-57.4% | $10,410-52.4% | $6,712-26.2% |
| Admin fee / account holder | $182 | $15,393-98.8% | $12,824-98.6% | $11,409-98.4% |