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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 | $34,782 | $126,519-72.5% | $106,201-67.2% | $145,959-76.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.94% | 225.10%-215.2pp | 116.26%-106.3pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,572 | $3,726-31.0% | $3,170-18.9% | $4,661-44.8% |
| Participant deferral / active EE | $5,424 | $5,716-5.1% | $5,012+8.2% | $6,689-18.9% |
| Admin fee / account holder | $293 | $17,312-98.3% | $11,039-97.3% | $13,398-97.8% |