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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 | $41,762 | $108,695-61.6% | $74,722-44.1% | $152,897-72.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 26.60% | 114.11%-87.5pp | 753.11%-726.5pp | 345.43%-318.8pp |
| Employer contribution / active EE | $751 | $1,504-50.1% | $1,084-30.8% | $4,764-84.2% |
| Participant deferral / active EE | $4,576 | $2,712+68.7% | $1,963+133.1% | $5,851-21.8% |
| Admin fee / account holder | $185 | $4,906-96.2% | $3,335-94.4% | $11,599-98.4% |