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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 | $51,009 | $106,905-52.3% | $84,020-39.3% | $152,885-66.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.14% | 105.00%-87.9pp | 71.31%-54.2pp | 345.39%-328.3pp |
| Employer contribution / active EE | $2,358 | $2,735-13.8% | $1,984+18.9% | $4,763-50.5% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $108 | $8,287-98.7% | $6,101-98.2% | $11,598-99.1% |