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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 | $32,834 | $81,664-59.8% | $70,476-53.4% | $158,966-79.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.17% | 208.59%-193.4pp | 109.12%-93.9pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,448 | $3,219-55.0% | $2,738-47.1% | $4,762-69.6% |
| Participant deferral / active EE | $2,079 | $4,556-54.4% | $3,710-44.0% | $5,983-65.3% |
| Admin fee / account holder | $282 | $6,197-95.4% | $3,847-92.7% | $11,250-97.5% |