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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 | $38,554 | $99,079-61.1% | $78,002-50.6% | $273,972-85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.25% | 217.93%-210.7pp | 425.99%-418.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,606 | $3,308-21.2% | $2,470+5.5% | $4,869-46.5% |
| Participant deferral / active EE | $9,461 | $4,306+119.7% | $3,497+170.6% | $5,287+78.9% |
| Admin fee / account holder | $63 | $8,954-99.3% | $5,481-98.9% | $10,133-99.4% |