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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 | $20,864 | $106,918-80.5% | $84,021-75.2% | $152,897-86.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 27.13% | 105.01%-77.9pp | 71.32%-44.2pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,248 | $2,735-54.4% | $1,984-37.1% | $4,764-73.8% |
| Participant deferral / active EE | $6,051 | $4,012+50.8% | $3,239+86.8% | $5,851+3.4% |
| Admin fee / account holder | $220 | $8,288-97.3% | $6,102-96.4% | $11,599-98.1% |