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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 | $34,427 | $111,814-69.2% | $93,654-63.2% | $145,959-76.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.45% | 203.30%-189.8pp | 133.34%-119.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,401 | $3,092-54.7% | $2,421-42.1% | $4,661-69.9% |
| Participant deferral / active EE | $4,847 | $4,914-1.4% | $4,413+9.8% | $6,689-27.5% |
| Admin fee / account holder | $140 | $10,246-98.6% | $8,282-98.3% | $13,398-99.0% |