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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 | $30,858 | $105,145-70.7% | $94,664-67.4% | $139,466-77.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.00% | 38.09%-17.1pp | 156.84%-135.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,567 | $4,107-37.5% | $3,673-30.1% | $4,754-46.0% |
| Participant deferral / active EE | $10,792 | $7,599+42.0% | $7,417+45.5% | $6,712+60.8% |
| Admin fee / account holder | $201 | $8,972-97.8% | $7,222-97.2% | $11,409-98.2% |