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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 | $31,985 | $100,073-68.0% | $85,126-62.4% | $145,877-78.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 84.11%-68.8pp | 66.63%-51.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,095 | $3,236-4.4% | $2,731+13.3% | $4,663-33.6% |
| Participant deferral / active EE | $7,184 | $5,294+35.7% | $4,523+58.8% | $6,691+7.4% |
| Admin fee / account holder | $141 | $7,261-98.1% | $6,160-97.7% | $13,402-99.0% |