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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 | $41,851 | $134,001-68.8% | $112,258-62.7% | $134,509-68.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.18% | 47.15%-65.3pp | 27.47%-45.6pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,426 | $4,039-39.9% | $3,636-33.3% | $4,741-48.8% |
| Participant deferral / active EE | $10,770 | $5,291+103.5% | $4,728+127.8% | $6,400+68.3% |
| Admin fee / account holder | $261 | $7,491-96.5% | $6,411-95.9% | $11,427-97.7% |