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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 | $20,512 | $100,203-79.5% | $85,240-75.9% | $145,897-85.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.27% | 84.28%-68.0pp | 66.75%-50.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,981 | $3,242-38.9% | $2,735-27.6% | $4,663-57.5% |
| Participant deferral / active EE | $4,874 | $5,299-8.0% | $4,527+7.7% | $6,689-27.1% |
| Admin fee / account holder | $72 | $7,265-99.0% | $6,165-98.8% | $13,390-99.5% |