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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 | $31,364 | $90,486-65.3% | $78,676-60.1% | $273,972-88.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.03% | 75.62%-62.6pp | 62.19%-49.2pp | 41.46%-28.4pp |
| Employer contribution / active EE | $5,768 | $3,175+81.7% | $2,850+102.4% | $4,869+18.5% |
| Participant deferral / active EE | $10,053 | $3,901+157.7% | $3,517+185.9% | $5,287+90.1% |
| Admin fee / account holder | $104 | $5,263-98.0% | $4,510-97.7% | $10,133-99.0% |