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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 | $58,305 | $101,618-42.6% | $93,063-37.3% | $137,256-57.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.08% | 223.95%-205.9pp | 34.15%-16.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,750 | $2,707+38.5% | $2,476+51.4% | $4,156-9.8% |
| Participant deferral / active EE | $7,500 | $4,279+75.3% | $3,958+89.5% | $6,407+17.1% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |