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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 | $52,180 | $111,785-53.3% | $93,669-44.3% | $145,877-64.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.50% | 203.79%-190.3pp | 133.59%-120.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,397 | $3,096-22.6% | $2,424-1.1% | $4,663-48.6% |
| Participant deferral / active EE | $3,602 | $4,919-26.8% | $4,416-18.4% | $6,691-46.2% |
| Admin fee / account holder | $9 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |