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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 | $45,257 | $107,941-58.1% | $91,994-50.8% | $152,909-70.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.17% | 89.28%-68.1pp | 69.04%-47.9pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,091 | $4,212-74.1% | $3,453-68.4% | $4,764-77.1% |
| Participant deferral / active EE | $5,674 | $6,366-10.9% | $5,924-4.2% | $5,851-3.0% |
| Admin fee / account holder | $11 | $10,521-99.9% | $7,744-99.9% | $11,601-99.9% |