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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 | $28,415 | $217,432-86.9% | $185,849-84.7% | $167,536-83.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.84% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $1,440 | $5,875-75.5% | $5,169-72.1% | $4,839-70.2% |
| Participant deferral / active EE | $3,570 | $6,357-43.9% | $5,569-35.9% | $6,342-43.7% |
| Admin fee / account holder | $202 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |