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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 | $41,084 | $166,268-75.3% | $165,100-75.1% | $145,897-71.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.23% | 100.52%-87.3pp | 70.21%-57.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,401 | $5,284-73.5% | $4,348-67.8% | $4,663-70.0% |
| Participant deferral / active EE | $7,115 | $6,964+2.2% | $6,035+17.9% | $6,689+6.4% |
| Admin fee / account holder | $164 | $16,659-99.0% | $12,696-98.7% | $13,390-98.8% |