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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 | $45,880 | $102,663-55.3% | $86,216-46.8% | $139,466-67.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.88% | 1924.52%-1908.6pp | 1169.42%-1153.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,433 | $3,035-52.8% | $2,382-39.8% | $4,754-69.9% |
| Participant deferral / active EE | $6,806 | $4,677+45.5% | $3,986+70.7% | $6,712+1.4% |
| Admin fee / account holder | $242 | $8,663-97.2% | $6,853-96.5% | $11,409-97.9% |