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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 | $29,453 | $166,268-82.3% | $165,100-82.2% | $145,897-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.23% | 100.52%-89.3pp | 70.21%-59.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,567 | $5,284-51.4% | $4,348-41.0% | $4,663-44.9% |
| Participant deferral / active EE | $2,729 | $6,964-60.8% | $6,035-54.8% | $6,689-59.2% |
| Admin fee / account holder | $117 | $16,659-99.3% | $12,696-99.1% | $13,390-99.1% |