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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 | $41,169 | $125,237-67.1% | $105,608-61.0% | $145,877-71.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.83% | 225.76%-214.9pp | 116.50%-105.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,294 | $3,720-65.2% | $3,167-59.1% | $4,663-72.2% |
| Participant deferral / active EE | $2,910 | $5,711-49.0% | $5,010-41.9% | $6,691-56.5% |
| Admin fee / account holder | $275 | $17,287-98.4% | $11,028-97.5% | $13,402-97.9% |