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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 | $28,459 | $166,131-82.9% | $164,975-82.7% | $145,877-80.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.44% | 100.37%-78.9pp | 70.12%-48.7pp | 551.28%-529.8pp |
| Employer contribution / active EE | $2,403 | $5,276-54.5% | $4,343-44.7% | $4,663-48.5% |
| Participant deferral / active EE | $6,248 | $6,962-10.3% | $6,033+3.6% | $6,691-6.6% |
| Admin fee / account holder | $118 | $16,648-99.3% | $12,688-99.1% | $13,402-99.1% |