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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 | $55,819 | $99,053-43.6% | $88,179-36.7% | $138,895-59.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 31.91% | 78.17%-46.3pp | 64.97%-33.1pp | 145.39%-113.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23,135 | $5,225+342.7% | $4,614+401.4% | $6,396+261.7% |
| Admin fee / account holder | $178 | $8,748-98.0% | $7,673-97.7% | $12,562-98.6% |