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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 | $52,726 | $166,089-68.3% | $164,928-68.0% | $145,978-63.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.26%-89.2pp | 70.08%-59.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,330 | $5,276-74.8% | $4,343-69.4% | $4,662-71.5% |
| Participant deferral / active EE | $5,816 | $6,961-16.5% | $6,034-3.6% | $6,690-13.1% |
| Admin fee / account holder | $221 | $16,641-98.7% | $12,684-98.3% | $13,400-98.3% |