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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 | $19,092 | $125,237-84.8% | $105,608-81.9% | $145,877-86.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.31% | 225.76%-210.4pp | 116.50%-101.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,610 | $3,720-56.7% | $3,167-49.2% | $4,663-65.5% |
| Participant deferral / active EE | $7,281 | $5,711+27.5% | $5,010+45.3% | $6,691+8.8% |
| Admin fee / account holder | $104 | $17,287-99.4% | $11,028-99.1% | $13,402-99.2% |