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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 | $22,621 | $115,810-80.5% | $101,271-77.7% | $158,966-85.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.58% | 56.15%-25.6pp | 46.48%-15.9pp | 302.95%-272.4pp |
| Employer contribution / active EE | $2,927 | $4,175-29.9% | $3,660-20.0% | $4,762-38.5% |
| Participant deferral / active EE | $5,588 | $4,958+12.7% | $4,371+27.8% | $5,983-6.6% |
| Admin fee / account holder | $20 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |