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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 | $39,629 | $107,941-63.3% | $91,994-56.9% | $152,897-74.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 30.93% | 89.28%-58.3pp | 69.04%-38.1pp | 345.43%-314.5pp |
| Employer contribution / active EE | $2,501 | $4,212-40.6% | $3,453-27.6% | $4,764-47.5% |
| Participant deferral / active EE | $13,888 | $6,366+118.2% | $5,924+134.4% | $5,851+137.4% |
| Admin fee / account holder | $83 | $10,521-99.2% | $7,744-98.9% | $11,599-99.3% |