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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 | $30,442 | $154,159-80.3% | $130,026-76.6% | $139,456-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.92% | 32.50%-13.6pp | -137.26%+156.2pp | 373.45%-354.5pp |
| Employer contribution / active EE | $3,381 | $5,292-36.1% | $4,321-21.8% | $4,753-28.9% |
| Participant deferral / active EE | $5,055 | $6,710-24.7% | $5,821-13.1% | $6,711-24.7% |
| Admin fee / account holder | $15 | $14,001-99.9% | $10,608-99.9% | $11,407-99.9% |