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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 | $61,863 | $100,203-38.3% | $85,240-27.4% | $145,897-57.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 84.28%-72.2pp | 66.75%-54.6pp | 552.29%-540.2pp |
| Employer contribution / active EE | $977 | $3,242-69.9% | $2,735-64.3% | $4,663-79.1% |
| Participant deferral / active EE | $20,000 | $5,299+277.5% | $4,527+341.8% | $6,689+199.0% |
| Admin fee / account holder | $255 | $7,265-96.5% | $6,165-95.9% | $13,390-98.1% |