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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 | $20,335 | $77,908-73.9% | $149,696-86.4% | $75,173-72.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.77% | 31.73%-13.0pp | 134.46%-115.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,852 | $3,138-9.1% | $4,821-40.8% | $2,671+6.8% |
| Participant deferral / active EE | $3,296 | $3,411-3.4% | $5,682-42.0% | $4,126-20.1% |
| Admin fee / account holder | $260 | $5,950-95.6% | $13,212-98.0% | $5,651-95.4% |