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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 | $29,667-4.2% | $56,441-49.6% | $80,874-64.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 24.97% | 35.22%-10.3pp | 1704.21%-1679.2pp | 35.62%-10.6pp |
| Employer contribution / active EE | $4,039 | $669+503.3% | $1,039+288.7% | $2,756+46.6% |
| Participant deferral / active EE | $2,333 | $1,227+90.2% | $1,953+19.4% | $4,297-45.7% |
| Admin fee / account holder | $240 | $2,429-90.1% | $2,829-91.5% | $6,935-96.5% |