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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 | $65,742 | $115,810-43.2% | $101,271-35.1% | $158,966-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.60% | 56.15%-32.5pp | 46.48%-22.9pp | 302.95%-279.3pp |
| Employer contribution / active EE | $2,088 | $4,175-50.0% | $3,660-42.9% | $4,762-56.2% |
| Participant deferral / active EE | $5,805 | $4,958+17.1% | $4,371+32.8% | $5,983-3.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |