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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 | $26,306 | $67,823-61.2% | $52,425-49.8% | $137,256-80.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 26.94% | 219.11%-192.2pp | 302.12%-275.2pp | 220.34%-193.4pp |
| Employer contribution / active EE | $2,620 | $1,163+125.3% | $914+186.6% | $4,156-37.0% |
| Participant deferral / active EE | $5,185 | $2,288+126.6% | $1,790+189.6% | $6,407-19.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |