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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 | $35,659 | $102,422-65.2% | $147,117-75.8% | $80,959-56.0% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.7%+4.2pp |
| Annual return | 18.82% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $1,828 | $3,717-50.8% | $4,932-62.9% | $2,757-33.7% |
| Participant deferral / active EE | $6,688 | $6,652+0.5% | $8,065-17.1% | $4,300+55.5% |
| Admin fee / account holder | $271 | $7,953-96.6% | $12,993-97.9% | $6,925-96.1% |