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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 | $34,238 | $99,079-65.4% | $78,002-56.1% | $273,972-87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.27% | 217.93%-215.7pp | 425.99%-423.7pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,570 | $3,308-22.3% | $2,470+4.0% | $4,869-47.2% |
| Participant deferral / active EE | $9,018 | $4,306+109.4% | $3,497+157.9% | $5,287+70.6% |
| Admin fee / account holder | $297 | $8,954-96.7% | $5,481-94.6% | $10,133-97.1% |