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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 | $46,526 | $103,008-54.8% | $90,304-48.5% | $152,897-69.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 64.78% | 95.22%-30.4pp | 78.13%-13.3pp | 345.43%-280.6pp |
| Employer contribution / active EE | $10,521 | $3,139+235.1% | $2,855+268.5% | $4,764+120.9% |
| Participant deferral / active EE | $25,032 | $4,281+484.7% | $3,885+544.3% | $5,851+327.8% |
| Admin fee / account holder | $107 | $6,175-98.3% | $5,354-98.0% | $11,599-99.1% |