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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 | $27,563 | $115,814-76.2% | $101,275-72.8% | $158,982-82.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.02% | 56.16%-42.1pp | 46.48%-32.5pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,262 | $4,176-45.8% | $3,660-38.2% | $4,763-52.5% |
| Participant deferral / active EE | $3,161 | $4,958-36.2% | $4,371-27.7% | $5,983-47.2% |
| Admin fee / account holder | $188 | $7,249-97.4% | $5,948-96.8% | $11,252-98.3% |