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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 | $24,332 | $99,652-75.6% | $78,778-69.1% | $147,586-83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.13% | 47.28%-35.2pp | 35.62%-23.5pp | 578.59%-566.5pp |
| Employer contribution / active EE | $4,047 | $2,796+44.8% | $1,986+103.8% | $4,876-17.0% |
| Participant deferral / active EE | $4,150 | $3,664+13.3% | $2,958+40.3% | $5,439-23.7% |
| Admin fee / account holder | $218 | $7,155-96.9% | $5,134-95.7% | $10,886-98.0% |