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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 | $30,985 | $102,385-69.7% | $147,080-78.9% | $80,935-61.7% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.7%+12.8pp |
| Annual return | 26.65% | 135.09%-108.4pp | 420.17%-393.5pp | 35.66%-9.0pp |
| Employer contribution / active EE | $2,330 | $3,717-37.3% | $4,933-52.8% | $2,757-15.5% |
| Participant deferral / active EE | $6,465 | $6,651-2.8% | $8,066-19.8% | $4,299+50.4% |
| Admin fee / account holder | $136 | $7,951-98.3% | $12,989-98.9% | $6,924-98.0% |