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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 | $34,262 | $107,368-68.1% | $92,915-63.1% | $152,909-77.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.49% | 145.64%-127.1pp | 109.45%-91.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $6,703 | $4,222+58.8% | $3,653+83.5% | $4,764+40.7% |
| Participant deferral / active EE | $2,781 | $4,848-42.6% | $4,238-34.4% | $5,851-52.5% |
| Admin fee / account holder | $213 | $7,082-97.0% | $5,796-96.3% | $11,601-98.2% |