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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 | $31,041 | $108,942-71.5% | $100,415-69.1% | $145,897-78.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.72% | 58.27%-44.6pp | 49.47%-35.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,623 | $4,422-63.3% | $3,943-58.8% | $4,663-65.2% |
| Participant deferral / active EE | $5,844 | $8,461-30.9% | $8,091-27.8% | $6,689-12.6% |
| Admin fee / account holder | $209 | $9,702-97.8% | $7,906-97.4% | $13,390-98.4% |