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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 | $35,879 | $85,060-57.8% | $70,565-49.2% | $139,487-74.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 40.97% | 30.39%+10.6pp | 32.79%+8.2pp | 373.84%-332.9pp |
| Employer contribution / active EE | $2,965 | $3,912-24.2% | $2,976-0.4% | $4,755-37.6% |
| Participant deferral / active EE | $21,691 | $5,891+268.2% | $4,568+374.8% | $6,713+223.1% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |