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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 | $19,383 | $27,943-30.6% | $58,507-66.9% | $75,177-74.2% |
| Participation rate | 89.4% | 38.8%+50.5pp | 50.9%+38.5pp | 67.2%+22.2pp |
| Annual return | 26.41% | 44.22%-17.8pp | 4252.32%-4225.9pp | 160.75%-134.3pp |
| Employer contribution / active EE | $2,126 | $670+217.4% | $1,053+101.8% | $2,671-20.4% |
| Participant deferral / active EE | $5,267 | $1,202+338.2% | $1,922+174.0% | $4,126+27.6% |
| Admin fee / account holder | $245 | $1,727-85.8% | $2,486-90.2% | $5,651-95.7% |