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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 | $56,743 | $115,814-51.0% | $101,275-44.0% | $158,982-64.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.12% | 56.16%-37.0pp | 46.48%-27.4pp | 302.99%-283.9pp |
| Employer contribution / active EE | $3,399 | $4,176-18.6% | $3,660-7.1% | $4,763-28.6% |
| Participant deferral / active EE | $7,540 | $4,958+52.1% | $4,371+72.5% | $5,983+26.0% |
| Admin fee / account holder | $10 | $7,249-99.9% | $5,948-99.8% | $11,252-99.9% |