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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 | $49,842 | $112,935-55.9% | $90,970-45.2% | $158,966-68.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 27.40% | 215.79%-188.4pp | 134.58%-107.2pp | 302.95%-275.6pp |
| Employer contribution / active EE | $1,125 | $2,895-61.1% | $2,122-47.0% | $4,762-76.4% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |