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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 | $32,372 | $48,570-33.3% | $130,660-75.2% | $72,975-55.6% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 24.98% | 38.63%-13.7pp | 1709.29%-1684.3pp | 81.01%-56.0pp |
| Employer contribution / active EE | $2,281 | $1,334+71.0% | $4,092-44.3% | $2,440-6.5% |
| Participant deferral / active EE | $6,146 | $2,384+157.8% | $3,603+70.6% | $3,608+70.4% |
| Admin fee / account holder | $239 | $3,549-93.3% | $5,463-95.6% | $5,124-95.3% |