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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 | $27,451 | $112,933-75.7% | $90,970-69.8% | $158,982-82.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.28% | 215.82%-202.5pp | 134.60%-121.3pp | 302.99%-289.7pp |
| Employer contribution / active EE | $5,920 | $2,893+104.6% | $2,122+179.0% | $4,763+24.3% |
| Participant deferral / active EE | $3,517 | $4,128-14.8% | $3,373+4.3% | $5,983-41.2% |
| Admin fee / account holder | $241 | $8,047-97.0% | $5,961-96.0% | $11,252-97.9% |