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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 | $28,196 | $106,918-73.6% | $84,021-66.4% | $152,897-81.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 26.89% | 105.01%-78.1pp | 71.32%-44.4pp | 345.43%-318.5pp |
| Employer contribution / active EE | $1,785 | $2,735-34.7% | $1,984-10.0% | $4,764-62.5% |
| Participant deferral / active EE | $5,080 | $4,012+26.6% | $3,239+56.8% | $5,851-13.2% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |