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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 | $34,226 | $48,011-28.7% | $63,803-46.4% | $82,637-58.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 18.84% | 19.84%-1.0pp | 543.72%-524.9pp | 53.51%-34.7pp |
| Employer contribution / active EE | $3,139 | $1,904+64.9% | $2,532+23.9% | $2,552+23.0% |
| Participant deferral / active EE | $3,149 | $2,846+10.6% | $3,843-18.1% | $4,126-23.7% |
| Admin fee / account holder | $267 | $3,873-93.1% | $5,196-94.9% | $7,339-96.4% |