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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 | $51,701 | $108,897-52.5% | $100,378-48.5% | $145,877-64.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.67% | 58.17%-43.5pp | 49.41%-34.7pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,500 | $4,420-66.1% | $3,942-61.9% | $4,663-67.8% |
| Participant deferral / active EE | $3,000 | $8,455-64.5% | $8,087-62.9% | $6,691-55.2% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |