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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 | $49,402 | $102,422-51.8% | $147,117-66.4% | $80,959-39.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.26% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $12,210 | $3,717+228.5% | $4,932+147.5% | $2,757+342.8% |
| Participant deferral / active EE | $8,477 | $6,652+27.4% | $8,065+5.1% | $4,300+97.1% |
| Admin fee / account holder | $4 | $7,953-100.0% | $12,993-100.0% | $6,925-99.9% |