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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 | $26,625 | $111,830-76.2% | $93,696-71.6% | $145,884-81.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.65% | 204.08%-189.4pp | 133.74%-119.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,624 | $3,093-15.2% | $2,422+8.3% | $4,662-43.7% |
| Participant deferral / active EE | $5,209 | $4,920+5.9% | $4,417+17.9% | $6,690-22.1% |
| Admin fee / account holder | $48 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |