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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 | $30,090 | $60,139-50.0% | $90,461-66.7% | $79,856-62.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 31.40% | 71.96%-40.6pp | 1294.76%-1263.4pp | 31.71%-0.3pp |
| Employer contribution / active EE | $1,437 | $2,069-30.5% | $3,264-56.0% | $2,471-41.8% |
| Participant deferral / active EE | $4,841 | $2,939+64.7% | $3,964+22.1% | $3,741+29.4% |
| Admin fee / account holder | $255 | $3,978-93.6% | $5,617-95.5% | $5,306-95.2% |