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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 | $29,780 | $89,364-66.7% | $141,173-78.9% | $72,986-59.2% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 28.79% | 111.86%-83.1pp | 71.40%-42.6pp | 81.01%-52.2pp |
| Employer contribution / active EE | $2,365 | $3,115-24.1% | $4,735-50.1% | $2,440-3.1% |
| Participant deferral / active EE | $3,871 | $5,419-28.6% | $6,710-42.3% | $3,607+7.3% |
| Admin fee / account holder | $0 | $5,959-100.0% | $10,262-100.0% | $5,124-100.0% |