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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 | $18,135 | $126,519-85.7% | $106,201-82.9% | $145,959-87.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.83% | 225.10%-204.3pp | 116.26%-95.4pp | 561.95%-541.1pp |
| Employer contribution / active EE | $2,172 | $3,726-41.7% | $3,170-31.5% | $4,661-53.4% |
| Participant deferral / active EE | $6,070 | $5,716+6.2% | $5,012+21.1% | $6,689-9.2% |
| Admin fee / account holder | $72 | $17,312-99.6% | $11,039-99.3% | $13,398-99.5% |