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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 | $39,199 | $106,923-63.3% | $84,023-53.3% | $152,909-74.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 33.78% | 105.02%-71.2pp | 71.32%-37.5pp | 345.46%-311.7pp |
| Employer contribution / active EE | $8,079 | $2,735+195.3% | $1,984+307.2% | $4,764+69.6% |
| Participant deferral / active EE | $12,885 | $4,013+221.1% | $3,239+297.8% | $5,851+120.2% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |