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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 | $57,393 | $63,346-9.4% | $92,240-37.8% | $70,126-18.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.40% | 530.19%-506.8pp | 176.29%-152.9pp | 73.15%-49.7pp |
| Employer contribution / active EE | $1,857 | $2,471-24.9% | $3,680-49.5% | $2,343-20.7% |
| Participant deferral / active EE | $2,343 | $2,854-17.9% | $3,897-39.9% | $3,332-29.7% |
| Admin fee / account holder | $131 | $3,841-96.6% | $5,194-97.5% | $4,645-97.2% |