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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 | $47,249 | $99,652-52.6% | $78,778-40.0% | $147,586-68.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.97% | 47.28%-27.3pp | 35.62%-15.6pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,792 | $2,796-35.9% | $1,986-9.7% | $4,876-63.2% |
| Participant deferral / active EE | $9,054 | $3,664+147.1% | $2,958+206.1% | $5,439+66.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |