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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 | $22,556 | $132,634-83.0% | $115,768-80.5% | $137,256-83.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 24.16% | 160.70%-136.5pp | 100.46%-76.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,360 | $3,360-59.5% | $2,940-53.7% | $4,156-67.3% |
| Participant deferral / active EE | $2,524 | $5,619-55.1% | $4,917-48.7% | $6,407-60.6% |
| Admin fee / account holder | $80 | $15,028-99.5% | $12,439-99.4% | $12,270-99.3% |