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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 | $18,689 | $118,877-84.3% | $96,570-80.6% | $167,536-88.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.30% | 50.50%-27.2pp | 37.79%-14.5pp | 478.82%-455.5pp |
| Employer contribution / active EE | $2,412 | $3,121-22.7% | $2,357+2.3% | $4,839-50.1% |
| Participant deferral / active EE | $9,789 | $4,617+112.0% | $3,849+154.3% | $6,342+54.3% |
| Admin fee / account holder | $58 | $8,069-99.3% | $6,182-99.1% | $12,315-99.5% |