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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 | $82,634 | $107,363-23.0% | $92,909-11.1% | $152,897-46.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.68% | 145.63%-125.9pp | 109.44%-89.8pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,238 | $4,222-70.7% | $3,653-66.1% | $4,764-74.0% |
| Participant deferral / active EE | $3,576 | $4,848-26.2% | $4,238-15.6% | $5,851-38.9% |
| Admin fee / account holder | $181 | $7,082-97.4% | $5,795-96.9% | $11,599-98.4% |