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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 | $36,891 | $108,911-66.1% | $100,392-63.3% | $145,884-74.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.35% | 58.23%-39.9pp | 49.45%-31.1pp | 551.85%-533.5pp |
| Employer contribution / active EE | $3,113 | $4,420-29.6% | $3,941-21.0% | $4,662-33.2% |
| Participant deferral / active EE | $10,117 | $8,459+19.6% | $8,090+25.1% | $6,690+51.2% |
| Admin fee / account holder | $189 | $9,698-98.0% | $7,904-97.6% | $13,392-98.6% |