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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 | $22,784 | $102,638-77.8% | $81,991-72.2% | $158,966-85.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.8pp |
| Annual return | 27.43% | 61.05%-33.6pp | 41.31%-13.9pp | 302.95%-275.5pp |
| Employer contribution / active EE | $11,429 | $3,241+252.6% | $2,498+357.4% | $4,762+140.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65 | $8,237-99.2% | $5,665-98.9% | $11,250-99.4% |