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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 | $31,857 | $90,320-64.7% | $59,496-46.5% | $125,389-74.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 22.38% | 369.13%-346.7pp | 182.05%-159.7pp | 282.24%-259.9pp |
| Employer contribution / active EE | $6,179 | $1,792+244.9% | $1,153+435.9% | $4,866+27.0% |
| Participant deferral / active EE | $10,000 | $2,716+268.2% | $1,829+446.7% | $5,352+86.9% |
| Admin fee / account holder | $54 | $3,063-98.2% | $2,232-97.6% | $9,541-99.4% |