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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 | $10,038 | $29,736-66.2% | $56,033-82.1% | $80,935-87.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.44% | 35.28%-20.8pp | 1711.38%-1696.9pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,970 | $671+342.4% | $1,041+185.3% | $2,757+7.7% |
| Participant deferral / active EE | $1,993 | $1,228+62.2% | $1,954+2.0% | $4,299-53.7% |
| Admin fee / account holder | $145 | $2,434-94.0% | $2,827-94.9% | $6,924-97.9% |