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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 | $31,823 | $108,882-70.8% | $96,754-67.1% | $154,746-79.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.55% | 98.39%-82.8pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $5,000 | $3,018+65.7% | $2,679+86.6% | $4,379+14.2% |
| Participant deferral / active EE | $3,360 | $5,323-36.9% | $4,758-29.4% | $6,730-50.1% |
| Admin fee / account holder | $112 | $10,200-98.9% | $8,905-98.7% | $14,365-99.2% |