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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 | $33,384 | $29,716+12.3% | $56,077-40.5% | $80,925-58.7% |
| Participation rate | 90.9% | 41.7%+49.2pp | 52.5%+38.4pp | 67.7%+23.3pp |
| Annual return | 12.09% | 35.30%-23.2pp | 1709.28%-1697.2pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,920 | $671+335.2% | $1,040+180.7% | $2,756+5.9% |
| Participant deferral / active EE | $2,363 | $1,228+92.3% | $1,954+20.9% | $4,299-45.0% |
| Admin fee / account holder | $243 | $2,432-90.0% | $2,825-91.4% | $6,940-96.5% |