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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 | $18,231 | $95,188-80.8% | $76,518-76.2% | $135,379-86.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 85.84% | 4.85%+81.0pp | -0.27%+86.1pp | 519.79%-433.9pp |
| Employer contribution / active EE | $1,420 | $3,303-57.0% | $2,647-46.4% | $4,779-70.3% |
| Participant deferral / active EE | $7,661 | $4,640+65.1% | $3,836+99.7% | $5,609+36.6% |
| Admin fee / account holder | $50 | $6,249-99.2% | $4,849-99.0% | $10,828-99.5% |