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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 | $17,895 | $111,830-84.0% | $93,696-80.9% | $145,884-87.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.83% | 204.08%-187.2pp | 133.74%-116.9pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,010 | $3,093-35.0% | $2,422-17.0% | $4,662-56.9% |
| Participant deferral / active EE | $5,507 | $4,920+11.9% | $4,417+24.7% | $6,690-17.7% |
| Admin fee / account holder | $163 | $10,249-98.4% | $8,287-98.0% | $13,392-98.8% |