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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 | $31,110 | $115,810-73.1% | $101,271-69.3% | $158,966-80.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.56% | 56.15%-26.6pp | 46.48%-16.9pp | 302.95%-273.4pp |
| Employer contribution / active EE | $2,234 | $4,175-46.5% | $3,660-39.0% | $4,762-53.1% |
| Participant deferral / active EE | $4,021 | $4,958-18.9% | $4,371-8.0% | $5,983-32.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |