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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 | $47,630 | $106,905-55.4% | $84,020-43.3% | $152,885-68.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.39% | 105.00%-81.6pp | 71.31%-47.9pp | 345.39%-322.0pp |
| Employer contribution / active EE | $1,622 | $2,735-40.7% | $1,984-18.2% | $4,763-65.9% |
| Participant deferral / active EE | $6,488 | $4,012+61.7% | $3,239+100.3% | $5,851+10.9% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |