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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 | $33,191 | $157,296-78.9% | $141,191-76.5% | $152,897-78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.88% | 64.34%-37.5pp | 71.41%-44.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $2,072 | $5,262-60.6% | $4,736-56.3% | $4,764-56.5% |
| Participant deferral / active EE | $6,835 | $7,111-3.9% | $6,710+1.9% | $5,851+16.8% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |