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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 | $24,367 | $136,433-82.1% | $98,864-75.4% | $167,553-85.5% |
| Participation rate | 100.0% | 70.3%+29.7pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 24.62% | 67.76%-43.1pp | 50.03%-25.4pp | 478.89%-454.3pp |
| Employer contribution / active EE | $3,933 | $2,636+49.2% | $2,070+90.1% | $4,840-18.7% |
| Participant deferral / active EE | $12,140 | $3,721+226.2% | $3,037+299.7% | $6,343+91.4% |
| Admin fee / account holder | $20 | $5,039-99.6% | $4,080-99.5% | $12,316-99.8% |