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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 | $48,111 | $166,131-71.0% | $164,975-70.8% | $145,877-67.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.08% | 100.37%-88.3pp | 70.12%-58.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,197 | $5,276-39.4% | $4,343-26.4% | $4,663-31.4% |
| Participant deferral / active EE | $2,190 | $6,962-68.5% | $6,033-63.7% | $6,691-67.3% |
| Admin fee / account holder | $132 | $16,648-99.2% | $12,688-99.0% | $13,402-99.0% |