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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 | $26,065 | $103,038-74.7% | $90,324-71.1% | $152,909-83.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.44% | 95.25%-64.8pp | 78.15%-47.7pp | 345.46%-315.0pp |
| Employer contribution / active EE | $2,453 | $3,141-21.9% | $2,856-14.1% | $4,764-48.5% |
| Participant deferral / active EE | $2,761 | $4,282-35.5% | $3,885-28.9% | $5,851-52.8% |
| Admin fee / account holder | $298 | $6,177-95.2% | $5,356-94.4% | $11,601-97.4% |