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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 | $16,240 | $69,118-76.5% | $53,647-69.7% | $138,895-88.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 31.38% | 248.26%-216.9pp | 358.33%-327.0pp | 145.39%-114.0pp |
| Employer contribution / active EE | $1,972 | $1,189+65.8% | $962+105.0% | $4,194-53.0% |
| Participant deferral / active EE | $5,839 | $2,274+156.8% | $1,813+222.0% | $6,396-8.7% |
| Admin fee / account holder | $43 | $2,724-98.4% | $2,460-98.2% | $12,562-99.7% |