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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 | $28,509 | $105,145-72.9% | $94,664-69.9% | $139,466-79.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.62% | 38.09%-14.5pp | 156.84%-133.2pp | 373.66%-350.0pp |
| Employer contribution / active EE | $1,814 | $4,107-55.8% | $3,673-50.6% | $4,754-61.8% |
| Participant deferral / active EE | $7,190 | $7,599-5.4% | $7,417-3.1% | $6,712+7.1% |
| Admin fee / account holder | $94 | $8,972-99.0% | $7,222-98.7% | $11,409-99.2% |