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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 | $41,211 | $208,088-80.2% | $186,193-77.9% | $154,746-73.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.68% | 89.97%-73.3pp | 78.03%-61.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,316 | $4,340-23.6% | $3,918-15.4% | $4,379-24.3% |
| Participant deferral / active EE | $4,096 | $7,078-42.1% | $6,513-37.1% | $6,730-39.1% |
| Admin fee / account holder | $250 | $11,698-97.9% | $11,058-97.7% | $14,365-98.3% |