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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 | $48,263 | $83,337-42.1% | $67,834-28.9% | $273,972-82.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 12.89% | 259.45%-246.6pp | 138.47%-125.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,984 | $3,287-39.6% | $2,403-17.4% | $4,869-59.3% |
| Participant deferral / active EE | $21,000 | $4,088+413.7% | $3,160+564.6% | $5,287+297.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |