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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 | $20,598 | $227,566-90.9% | $189,558-89.1% | $167,518-87.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 19.04% | 78.43%-59.4pp | 64.19%-45.1pp | 478.71%-459.7pp |
| Employer contribution / active EE | $4,204 | $5,316-20.9% | $4,412-4.7% | $4,838-13.1% |
| Participant deferral / active EE | $4,204 | $7,002-40.0% | $6,174-31.9% | $6,342-33.7% |
| Admin fee / account holder | $105 | $11,881-99.1% | $9,809-98.9% | $12,312-99.1% |