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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 | $24,943 | $112,935-77.9% | $90,970-72.6% | $158,966-84.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 215.79%-198.8pp | 134.58%-117.6pp | 302.95%-286.0pp |
| Employer contribution / active EE | $5,959 | $2,895+105.9% | $2,122+180.7% | $4,762+25.1% |
| Participant deferral / active EE | $4,044 | $4,129-2.1% | $3,373+19.9% | $5,983-32.4% |
| Admin fee / account holder | $160 | $8,045-98.0% | $5,960-97.3% | $11,250-98.6% |