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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 | $22,578 | $108,882-79.3% | $96,754-76.7% | $154,746-85.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.41% | 98.39%-85.0pp | 82.04%-68.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,428 | $3,018-19.5% | $2,679-9.4% | $4,379-44.5% |
| Participant deferral / active EE | $5,791 | $5,323+8.8% | $4,758+21.7% | $6,730-14.0% |
| Admin fee / account holder | $80 | $10,200-99.2% | $8,905-99.1% | $14,365-99.4% |