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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 | $24,871 | $109,372-77.3% | $89,414-72.2% | $158,966-84.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 34.26% | 345.55%-311.3pp | 245.50%-211.2pp | 302.95%-268.7pp |
| Employer contribution / active EE | $318 | $3,171-90.0% | $2,586-87.7% | $4,762-93.3% |
| Participant deferral / active EE | $4,713 | $4,598+2.5% | $3,890+21.2% | $5,983-21.2% |
| Admin fee / account holder | $169 | $6,156-97.3% | $4,883-96.5% | $11,250-98.5% |