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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 | $41,618 | $80,812-48.5% | $160,784-74.1% | $82,448-49.5% |
| Participation rate | 77.4% | 66.2%+11.2pp | 77.0%+0.5pp | 68.1%+9.4pp |
| Annual return | 15.44% | 100.59%-85.1pp | 1803.92%-1788.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,053 | $2,174-5.6% | $3,733-45.0% | $2,551-19.5% |
| Participant deferral / active EE | $2,875 | $4,335-33.7% | $6,293-54.3% | $4,139-30.5% |
| Admin fee / account holder | $259 | $7,695-96.6% | $9,717-97.3% | $7,234-96.4% |