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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 | $69,873 | $118,877-41.2% | $96,570-27.6% | $167,536-58.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 28.90% | 50.50%-21.6pp | 37.79%-8.9pp | 478.82%-449.9pp |
| Employer contribution / active EE | $1,450 | $3,121-53.5% | $2,357-38.5% | $4,839-70.0% |
| Participant deferral / active EE | $17,333 | $4,617+275.4% | $3,849+350.3% | $6,342+173.3% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |