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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 | $29,218 | $112,131-73.9% | $95,964-69.6% | $158,982-81.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.08% | 171.19%-158.1pp | 91.64%-78.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,130 | $3,199-33.4% | $2,541-16.2% | $4,763-55.3% |
| Participant deferral / active EE | $1,930 | $4,784-59.7% | $4,167-53.7% | $5,983-67.7% |
| Admin fee / account holder | $146 | $10,136-98.6% | $6,797-97.9% | $11,252-98.7% |