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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 | $53,698 | $208,088-74.2% | $186,193-71.2% | $154,746-65.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.77% | 89.97%-73.2pp | 78.03%-61.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,074 | $4,340-75.3% | $3,918-72.6% | $4,379-75.5% |
| Participant deferral / active EE | $10,333 | $7,078+46.0% | $6,513+58.7% | $6,730+53.5% |
| Admin fee / account holder | $14 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |