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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 | $16,595 | $85,171-80.5% | $172,753-90.4% | $72,976-77.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.43% | 27.32%-10.9pp | 803.00%-786.6pp | 81.02%-64.6pp |
| Employer contribution / active EE | $5,022 | $3,324+51.1% | $5,144-2.4% | $2,440+105.8% |
| Participant deferral / active EE | $1,785 | $3,260-45.2% | $5,198-65.6% | $3,608-50.5% |
| Admin fee / account holder | $217 | $5,880-96.3% | $13,956-98.4% | $5,124-95.8% |