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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 | $18,803 | $81,643-77.0% | $70,462-73.3% | $158,950-88.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.41% | 208.51%-188.1pp | 109.08%-88.7pp | 302.91%-282.5pp |
| Employer contribution / active EE | $1,929 | $3,218-40.1% | $2,737-29.5% | $4,762-59.5% |
| Participant deferral / active EE | $4,219 | $4,555-7.4% | $3,710+13.7% | $5,983-29.5% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |