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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 | $28,426 | $29,733-4.4% | $56,025-49.3% | $80,959-64.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 24.97% | 35.28%-10.3pp | 1712.69%-1687.7pp | 35.67%-10.7pp |
| Employer contribution / active EE | $4,039 | $672+501.2% | $1,042+287.7% | $2,757+46.5% |
| Participant deferral / active EE | $2,333 | $1,229+89.7% | $1,955+19.3% | $4,300-45.8% |
| Admin fee / account holder | $240 | $2,434-90.1% | $2,828-91.5% | $6,925-96.5% |