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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 | $41,512 | $108,882-61.9% | $96,754-57.1% | $154,746-73.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.02% | 98.39%-77.4pp | 82.04%-61.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $11,031 | $3,018+265.5% | $2,679+311.7% | $4,379+151.9% |
| Participant deferral / active EE | $6,984 | $5,323+31.2% | $4,758+46.8% | $6,730+3.8% |
| Admin fee / account holder | $19 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |