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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 | $19,848 | $104,937-81.1% | $84,628-76.5% | $152,897-87.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.27% | 373.88%-349.6pp | 258.80%-234.5pp | 345.43%-321.2pp |
| Employer contribution / active EE | $6,089 | $3,303+84.4% | $2,653+129.5% | $4,764+27.8% |
| Participant deferral / active EE | $2,627 | $4,690-44.0% | $3,900-32.6% | $5,851-55.1% |
| Admin fee / account holder | $86 | $6,243-98.6% | $4,914-98.3% | $11,599-99.3% |