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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 | $22,138 | $106,918-79.3% | $84,021-73.7% | $152,897-85.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 35.22% | 105.01%-69.8pp | 71.32%-36.1pp | 345.43%-310.2pp |
| Employer contribution / active EE | $1,945 | $2,735-28.9% | $1,984-1.9% | $4,764-59.2% |
| Participant deferral / active EE | $6,785 | $4,012+69.1% | $3,239+109.5% | $5,851+16.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |