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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 | $23,789 | $99,652-76.1% | $78,778-69.8% | $147,586-83.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.19% | 47.28%-36.1pp | 35.62%-24.4pp | 578.59%-567.4pp |
| Employer contribution / active EE | $2,832 | $2,796+1.3% | $1,986+42.6% | $4,876-41.9% |
| Participant deferral / active EE | $3,599 | $3,664-1.8% | $2,958+21.7% | $5,439-33.8% |
| Admin fee / account holder | $137 | $7,155-98.1% | $5,134-97.3% | $10,886-98.7% |