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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 | $41,672 | $93,373-55.4% | $152,466-72.7% | $85,856-51.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 28.40% | 21.84%+6.6pp | 757.33%-728.9pp | 318.58%-290.2pp |
| Employer contribution / active EE | $2,308 | $2,996-23.0% | $4,327-46.7% | $2,565-10.0% |
| Participant deferral / active EE | $2,320 | $4,550-49.0% | $5,820-60.1% | $3,952-41.3% |
| Admin fee / account holder | $10 | $13,853-99.9% | $15,805-99.9% | $6,261-99.8% |