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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 | $27,431 | $29,736-7.8% | $56,033-51.0% | $80,935-66.1% |
| Participation rate | 78.9% | 41.7%+37.2pp | 52.5%+26.5pp | 67.7%+11.3pp |
| Annual return | 10.82% | 35.28%-24.5pp | 1711.38%-1700.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $2,640 | $671+293.3% | $1,041+153.7% | $2,757-4.2% |
| Participant deferral / active EE | $1,336 | $1,228+8.8% | $1,954-31.6% | $4,299-68.9% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |