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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 | $25,532 | $65,566-61.1% | $86,235-70.4% | $75,177-66.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.70% | 46.07%-32.4pp | 1170.03%-1156.3pp | 160.75%-147.1pp |
| Employer contribution / active EE | $1,376 | $1,553-11.4% | $2,381-42.2% | $2,671-48.5% |
| Participant deferral / active EE | $4,633 | $3,023+53.2% | $3,987+16.2% | $4,126+12.3% |
| Admin fee / account holder | $29 | $5,470-99.5% | $6,856-99.6% | $5,651-99.5% |