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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 | $28,338 | $166,242-83.0% | $165,071-82.8% | $145,884-80.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 28.60% | 100.44%-71.8pp | 70.17%-41.6pp | 551.85%-523.2pp |
| Employer contribution / active EE | $2,777 | $5,283-47.4% | $4,347-36.1% | $4,662-40.4% |
| Participant deferral / active EE | $3,906 | $6,964-43.9% | $6,035-35.3% | $6,690-41.6% |
| Admin fee / account holder | $49 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |