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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 | $40,910 | $112,935-63.8% | $90,970-55.0% | $158,966-74.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.43% | 215.79%-194.4pp | 134.58%-113.1pp | 302.95%-281.5pp |
| Employer contribution / active EE | $2,019 | $2,895-30.2% | $2,122-4.9% | $4,762-57.6% |
| Participant deferral / active EE | $4,924 | $4,129+19.3% | $3,373+46.0% | $5,983-17.7% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |