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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 | $57,066 | $208,088-72.6% | $186,193-69.4% | $154,746-63.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.53% | 89.97%-69.4pp | 78.03%-57.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $3,143 | $4,340-27.6% | $3,918-19.8% | $4,379-28.2% |
| Participant deferral / active EE | $12,230 | $7,078+72.8% | $6,513+87.8% | $6,730+81.7% |
| Admin fee / account holder | $10 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |