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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 | $50,001 | $63,346-21.1% | $92,240-45.8% | $70,126-28.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 30.76% | 530.19%-499.4pp | 176.29%-145.5pp | 73.15%-42.4pp |
| Employer contribution / active EE | $1,681 | $2,471-32.0% | $3,680-54.3% | $2,343-28.2% |
| Participant deferral / active EE | $3,131 | $2,854+9.7% | $3,897-19.7% | $3,332-6.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |