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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 | $46,030 | $105,145-56.2% | $94,664-51.4% | $139,466-67.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.12% | 38.09%-19.0pp | 156.84%-137.7pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,722 | $4,107-33.7% | $3,673-25.9% | $4,754-42.7% |
| Participant deferral / active EE | $8,011 | $7,599+5.4% | $7,417+8.0% | $6,712+19.4% |
| Admin fee / account holder | $254 | $8,972-97.2% | $7,222-96.5% | $11,409-97.8% |