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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 | $26,898 | $154,145-82.6% | $130,014-79.3% | $139,427-80.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.77% | 32.49%-8.7pp | -137.22%+161.0pp | 373.27%-349.5pp |
| Employer contribution / active EE | $4,489 | $5,290-15.2% | $4,320+3.9% | $4,752-5.5% |
| Participant deferral / active EE | $6,616 | $6,711-1.4% | $5,821+13.7% | $6,711-1.4% |
| Admin fee / account holder | $155 | $14,009-98.9% | $10,616-98.5% | $11,404-98.6% |