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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 | $34,474 | $100,073-65.6% | $85,126-59.5% | $145,877-76.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 84.11%-68.6pp | 66.63%-51.1pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,591 | $3,236-19.9% | $2,731-5.1% | $4,663-44.4% |
| Participant deferral / active EE | $4,621 | $5,294-12.7% | $4,523+2.2% | $6,691-30.9% |
| Admin fee / account holder | $13 | $7,261-99.8% | $6,160-99.8% | $13,402-99.9% |