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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 | $41,475 | $85,766-51.6% | $136,298-69.6% | $70,126-40.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.87% | 31.46%-6.6pp | 5156.27%-5131.4pp | 73.15%-48.3pp |
| Employer contribution / active EE | $3,962 | $2,966+33.6% | $4,696-15.6% | $2,343+69.1% |
| Participant deferral / active EE | $6,823 | $5,051+35.1% | $6,247+9.2% | $3,332+104.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |