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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 | $24,006 | $112,131-78.6% | $95,964-75.0% | $158,982-84.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.85% | 171.19%-153.3pp | 91.64%-73.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,398 | $3,199-25.1% | $2,541-5.7% | $4,763-49.7% |
| Participant deferral / active EE | $5,779 | $4,784+20.8% | $4,167+38.7% | $5,983-3.4% |
| Admin fee / account holder | $96 | $10,136-99.1% | $6,797-98.6% | $11,252-99.2% |