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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 | $32,706 | $68,097-52.0% | $62,929-48.0% | $137,256-76.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 24.26% | 1859.11%-1834.9pp | 1063.93%-1039.7pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,789 | $2,811-36.4% | $2,505-28.6% | $4,156-57.0% |
| Participant deferral / active EE | $8,467 | $4,553+86.0% | $3,888+117.8% | $6,407+32.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |