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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 | $25,564 | $154,209-83.4% | $130,062-80.3% | $139,487-81.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.02% | 32.52%-6.5pp | -137.37%+163.4pp | 373.84%-347.8pp |
| Employer contribution / active EE | $1,921 | $5,292-63.7% | $4,322-55.5% | $4,755-59.6% |
| Participant deferral / active EE | $8,141 | $6,709+21.3% | $5,821+39.9% | $6,713+21.3% |
| Admin fee / account holder | $20 | $13,988-99.9% | $10,601-99.8% | $11,407-99.8% |