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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 | $61,557 | $103,008-40.2% | $90,304-31.8% | $152,897-59.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 33.71% | 95.22%-61.5pp | 78.13%-44.4pp | 345.43%-311.7pp |
| Employer contribution / active EE | $3,617 | $3,139+15.2% | $2,855+26.7% | $4,764-24.1% |
| Participant deferral / active EE | $19,000 | $4,281+343.8% | $3,885+389.1% | $5,851+224.7% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |