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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 | $29,836 | $106,905-72.1% | $84,020-64.5% | $152,885-80.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.13% | 105.00%-81.9pp | 71.31%-48.2pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,127 | $2,735-22.2% | $1,984+7.2% | $4,763-55.3% |
| Participant deferral / active EE | $2,186 | $4,012-45.5% | $3,239-32.5% | $5,851-62.6% |
| Admin fee / account holder | $19 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |