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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 | $36,824 | $107,368-65.7% | $92,915-60.4% | $152,909-75.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.76% | 145.64%-124.9pp | 109.45%-88.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $2,614 | $4,222-38.1% | $3,653-28.5% | $4,764-45.1% |
| Participant deferral / active EE | $2,507 | $4,848-48.3% | $4,238-40.9% | $5,851-57.2% |
| Admin fee / account holder | $69 | $7,082-99.0% | $5,796-98.8% | $11,601-99.4% |