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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 | $31,934 | $81,696-60.9% | $70,494-54.7% | $158,982-79.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.48% | 208.70%-194.2pp | 109.16%-94.7pp | 302.99%-288.5pp |
| Employer contribution / active EE | $2,884 | $3,220-10.4% | $2,738+5.3% | $4,763-39.4% |
| Participant deferral / active EE | $1,680 | $4,558-63.1% | $3,711-54.7% | $5,983-71.9% |
| Admin fee / account holder | $204 | $6,200-96.7% | $3,848-94.7% | $11,252-98.2% |