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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 | $48,155 | $112,933-57.4% | $90,970-47.1% | $158,982-69.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.22% | 215.82%-209.6pp | 134.60%-128.4pp | 302.99%-296.8pp |
| Employer contribution / active EE | $1,044 | $2,893-63.9% | $2,122-50.8% | $4,763-78.1% |
| Participant deferral / active EE | $8,283 | $4,128+100.7% | $3,373+145.6% | $5,983+38.4% |
| Admin fee / account holder | $201 | $8,047-97.5% | $5,961-96.6% | $11,252-98.2% |