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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 | $31,354 | $166,131-81.1% | $164,975-81.0% | $145,877-78.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.05% | 100.37%-75.3pp | 70.12%-45.1pp | 551.28%-526.2pp |
| Employer contribution / active EE | $3,697 | $5,276-29.9% | $4,343-14.9% | $4,663-20.7% |
| Participant deferral / active EE | $6,863 | $6,962-1.4% | $6,033+13.8% | $6,691+2.6% |
| Admin fee / account holder | $52 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |