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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 | $46,435 | $176,402-73.7% | $134,162-65.4% | $158,982-70.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.42% | 63.66%-44.2pp | 36.35%-16.9pp | 302.99%-283.6pp |
| Employer contribution / active EE | $2,924 | $5,042-42.0% | $3,705-21.1% | $4,763-38.6% |
| Participant deferral / active EE | $8,093 | $4,093+97.7% | $3,500+131.2% | $5,983+35.2% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |