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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 | $32,609 | $99,652-67.3% | $78,778-58.6% | $147,586-77.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.17% | 47.28%-27.1pp | 35.62%-15.4pp | 578.59%-558.4pp |
| Employer contribution / active EE | $2,053 | $2,796-26.5% | $1,986+3.4% | $4,876-57.9% |
| Participant deferral / active EE | $3,026 | $3,664-17.4% | $2,958+2.3% | $5,439-44.4% |
| Admin fee / account holder | $59 | $7,155-99.2% | $5,134-98.9% | $10,886-99.5% |