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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 | $59,055 | $107,363-45.0% | $92,909-36.4% | $152,897-61.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.42% | 145.63%-120.2pp | 109.44%-84.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,364 | $4,222-67.7% | $3,653-62.7% | $4,764-71.4% |
| Participant deferral / active EE | $2,793 | $4,848-42.4% | $4,238-34.1% | $5,851-52.3% |
| Admin fee / account holder | $51 | $7,082-99.3% | $5,795-99.1% | $11,599-99.6% |