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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 | $28,003 | $107,368-73.9% | $92,915-69.9% | $152,909-81.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.38% | 145.64%-125.3pp | 109.45%-89.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $2,285 | $4,222-45.9% | $3,653-37.4% | $4,764-52.0% |
| Participant deferral / active EE | $5,567 | $4,848+14.8% | $4,238+31.3% | $5,851-4.9% |
| Admin fee / account holder | $258 | $7,082-96.4% | $5,796-95.5% | $11,601-97.8% |