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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 | $26,870 | $111,830-76.0% | $93,696-71.3% | $145,884-81.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.12% | 204.08%-185.0pp | 133.74%-114.6pp | 551.85%-532.7pp |
| Employer contribution / active EE | $3,921 | $3,093+26.8% | $2,422+61.9% | $4,662-15.9% |
| Participant deferral / active EE | $13,057 | $4,920+165.4% | $4,417+195.6% | $6,690+95.2% |
| Admin fee / account holder | $134 | $10,249-98.7% | $8,287-98.4% | $13,392-99.0% |