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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 | $30,783 | $109,908-72.0% | $97,161-68.3% | $145,978-78.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 53.78% | 243.80%-190.0pp | 75.36%-21.6pp | 550.52%-496.7pp |
| Employer contribution / active EE | $1,622 | $3,077-47.3% | $2,723-40.4% | $4,662-65.2% |
| Participant deferral / active EE | $10,777 | $4,679+130.3% | $4,265+152.7% | $6,690+61.1% |
| Admin fee / account holder | $14 | $6,213-99.8% | $5,647-99.8% | $13,400-99.9% |