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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 | $27,421 | $105,145-73.9% | $94,664-71.0% | $139,466-80.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 16.97% | 38.09%-21.1pp | 156.84%-139.9pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,191 | $4,107-46.7% | $3,673-40.4% | $4,754-53.9% |
| Participant deferral / active EE | $5,438 | $7,599-28.4% | $7,417-26.7% | $6,712-19.0% |
| Admin fee / account holder | $25 | $8,972-99.7% | $7,222-99.7% | $11,409-99.8% |