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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 | $18,001 | $27,936-35.6% | $58,561-69.3% | $75,173-76.1% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.35% | 44.21%-27.9pp | 4251.33%-4235.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,353 | $670+102.2% | $1,053+28.5% | $2,671-49.3% |
| Participant deferral / active EE | $1,743 | $1,202+45.0% | $1,923-9.4% | $4,126-57.8% |
| Admin fee / account holder | $267 | $1,727-84.5% | $2,520-89.4% | $5,651-95.3% |