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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 | $32,971 | $105,145-68.6% | $94,664-65.2% | $139,466-76.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.61% | 38.09%-17.5pp | 156.84%-136.2pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,960 | $4,107-52.3% | $3,673-46.6% | $4,754-58.8% |
| Participant deferral / active EE | $3,332 | $7,599-56.1% | $7,417-55.1% | $6,712-50.4% |
| Admin fee / account holder | $117 | $8,972-98.7% | $7,222-98.4% | $11,409-99.0% |