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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 | $29,736-4.4% | $56,033-49.3% | $80,935-64.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 24.97% | 35.28%-10.3pp | 1711.38%-1686.4pp | 35.66%-10.7pp |
| Employer contribution / active EE | $4,039 | $671+501.5% | $1,041+288.0% | $2,757+46.5% |
| Participant deferral / active EE | $2,333 | $1,228+89.9% | $1,954+19.4% | $4,299-45.7% |
| Admin fee / account holder | $240 | $2,434-90.1% | $2,827-91.5% | $6,924-96.5% |