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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 | $31,673 | $111,878-71.7% | $93,727-66.2% | $145,897-78.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.91% | 204.28%-192.4pp | 133.83%-121.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,760 | $3,092-10.7% | $2,421+14.0% | $4,663-40.8% |
| Participant deferral / active EE | $8,077 | $4,920+64.2% | $4,417+82.9% | $6,689+20.7% |
| Admin fee / account holder | $15 | $10,256-99.9% | $8,292-99.8% | $13,390-99.9% |