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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 | $95,536 | $227,633-58.0% | $189,597-49.6% | $167,553-43.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.22% | 78.45%-67.2pp | 64.20%-53.0pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,762 | $5,317-48.1% | $4,412-37.4% | $4,840-42.9% |
| Participant deferral / active EE | $3,588 | $7,003-48.8% | $6,174-41.9% | $6,343-43.4% |
| Admin fee / account holder | $15 | $11,879-99.9% | $9,807-99.8% | $12,316-99.9% |