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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 | $30,143 | $208,088-85.5% | $186,193-83.8% | $154,746-80.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 22.14% | 89.97%-67.8pp | 78.03%-55.9pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,034 | $4,340-76.2% | $3,918-73.6% | $4,379-76.4% |
| Participant deferral / active EE | $1,644 | $7,078-76.8% | $6,513-74.8% | $6,730-75.6% |
| Admin fee / account holder | $13 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |