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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 | $26,509 | $67,823-60.9% | $52,425-49.4% | $137,256-80.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.19% | 219.11%-202.9pp | 302.12%-285.9pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,338 | $1,163+15.1% | $914+46.4% | $4,156-67.8% |
| Participant deferral / active EE | $3,951 | $2,288+72.7% | $1,790+120.7% | $6,407-38.3% |
| Admin fee / account holder | $45 | $2,844-98.4% | $2,495-98.2% | $12,270-99.6% |