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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 | $50,556 | $208,088-75.7% | $186,193-72.8% | $154,746-67.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 24.53% | 89.97%-65.4pp | 78.03%-53.5pp | 172.34%-147.8pp |
| Employer contribution / active EE | $1,680 | $4,340-61.3% | $3,918-57.1% | $4,379-61.6% |
| Participant deferral / active EE | $4,440 | $7,078-37.3% | $6,513-31.8% | $6,730-34.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |