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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 | $53,904 | $112,933-52.3% | $90,970-40.7% | $158,982-66.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.92% | 215.82%-202.9pp | 134.60%-121.7pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,920 | $2,893-33.7% | $2,122-9.5% | $4,763-59.7% |
| Participant deferral / active EE | $3,268 | $4,128-20.8% | $3,373-3.1% | $5,983-45.4% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |