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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 | $21,468 | $162,529-86.8% | $130,788-83.6% | $154,746-86.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 24.43% | 510.48%-486.0pp | 386.44%-362.0pp | 172.34%-147.9pp |
| Employer contribution / active EE | $2,172 | $4,447-51.2% | $3,558-38.9% | $4,379-50.4% |
| Participant deferral / active EE | $2,433 | $4,808-49.4% | $4,137-41.2% | $6,730-63.9% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |