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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 | $50,366 | $96,123-47.6% | $77,361-34.9% | $198,609-74.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 12.30% | 2054.81%-2042.5pp | 1011.54%-999.2pp | 202.70%-190.4pp |
| Employer contribution / active EE | $1,259 | $3,791-66.8% | $2,990-57.9% | $5,055-75.1% |
| Participant deferral / active EE | $5,627 | $4,975+13.1% | $3,911+43.9% | $6,977-19.3% |
| Admin fee / account holder | $44 | $9,471-99.5% | $5,894-99.2% | $19,030-99.8% |