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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 | $26,115 | $109,967-76.3% | $97,197-73.1% | $145,877-82.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.14% | 244.27%-229.1pp | 75.47%-60.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,779 | $3,077-42.2% | $2,723-34.7% | $4,663-61.8% |
| Participant deferral / active EE | $5,616 | $4,676+20.1% | $4,263+31.7% | $6,691-16.1% |
| Admin fee / account holder | $103 | $6,199-98.3% | $5,637-98.2% | $13,402-99.2% |