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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 | $25,711 | $100,139-74.3% | $85,187-69.8% | $145,884-82.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.47% | 84.15%-67.7pp | 66.67%-50.2pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,874 | $3,238-11.2% | $2,732+5.2% | $4,662-38.3% |
| Participant deferral / active EE | $9,381 | $5,296+77.1% | $4,525+107.3% | $6,690+40.2% |
| Admin fee / account holder | $73 | $7,262-99.0% | $6,162-98.8% | $13,392-99.5% |