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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 | $93,928 | $115,814-18.9% | $101,275-7.3% | $158,982-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.61% | 56.16%-36.5pp | 46.48%-26.9pp | 302.99%-283.4pp |
| Employer contribution / active EE | $30,788 | $4,176+637.3% | $3,660+741.2% | $4,763+546.4% |
| Participant deferral / active EE | $8,556 | $4,958+72.6% | $4,371+95.8% | $5,983+43.0% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |