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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 | $58,756 | $83,337-29.5% | $67,834-13.4% | $273,972-78.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.77% | 259.45%-254.7pp | 138.47%-133.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $10,625 | $3,287+223.2% | $2,403+342.1% | $4,869+118.2% |
| Participant deferral / active EE | $8,350 | $4,088+104.3% | $3,160+164.3% | $5,287+57.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |