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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 | $23,561 | $91,198-74.2% | $178,503-86.8% | $79,856-70.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 132.74% | 24.20%+108.5pp | 151.12%-18.4pp | 31.71%+101.0pp |
| Employer contribution / active EE | $5,573 | $3,257+71.1% | $5,011+11.2% | $2,471+125.5% |
| Participant deferral / active EE | $3,110 | $3,237-3.9% | $5,202-40.2% | $3,741-16.9% |
| Admin fee / account holder | $51 | $6,748-99.2% | $13,987-99.6% | $5,306-99.0% |