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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 | $17,535 | $107,368-83.7% | $92,915-81.1% | $152,909-88.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 29.26% | 145.64%-116.4pp | 109.45%-80.2pp | 345.46%-316.2pp |
| Employer contribution / active EE | $2,619 | $4,222-38.0% | $3,653-28.3% | $4,764-45.0% |
| Participant deferral / active EE | $8,050 | $4,848+66.1% | $4,238+89.9% | $5,851+37.6% |
| Admin fee / account holder | $67 | $7,082-99.0% | $5,796-98.8% | $11,601-99.4% |