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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 | $22,338 | $99,652-77.6% | $78,778-71.6% | $147,586-84.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.68% | 47.28%-30.6pp | 35.62%-18.9pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,478 | $2,796-11.4% | $1,986+24.8% | $4,876-49.2% |
| Participant deferral / active EE | $3,054 | $3,664-16.7% | $2,958+3.2% | $5,439-43.9% |
| Admin fee / account holder | $159 | $7,155-97.8% | $5,134-96.9% | $10,886-98.5% |