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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 | $28,601 | $60,139-52.4% | $90,461-68.4% | $79,856-64.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.21% | 71.96%-55.8pp | 1294.76%-1278.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,359 | $2,069-34.3% | $3,264-58.4% | $2,471-45.0% |
| Participant deferral / active EE | $3,399 | $2,939+15.7% | $3,964-14.3% | $3,741-9.1% |
| Admin fee / account holder | $74 | $3,978-98.1% | $5,617-98.7% | $5,306-98.6% |