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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 | $30,164 | $115,810-74.0% | $101,271-70.2% | $158,966-81.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.26% | 56.15%-32.9pp | 46.48%-23.2pp | 302.95%-279.7pp |
| Employer contribution / active EE | $2,959 | $4,175-29.1% | $3,660-19.1% | $4,762-37.9% |
| Participant deferral / active EE | $6,813 | $4,958+37.4% | $4,371+55.9% | $5,983+13.9% |
| Admin fee / account holder | $124 | $7,248-98.3% | $5,948-97.9% | $11,250-98.9% |