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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 | $85,008 | $101,618-16.3% | $93,063-8.7% | $137,256-38.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.12% | 223.95%-204.8pp | 34.15%-15.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $19,938 | $2,707+636.5% | $2,476+705.2% | $4,156+379.7% |
| Participant deferral / active EE | $2,601 | $4,279-39.2% | $3,958-34.3% | $6,407-59.4% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |