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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 | $60,687 | $107,030-43.3% | $73,550-17.5% | $147,586-58.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 18.70% | 38.25%-19.6pp | -15.16%+33.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $3,900 | $1,760+121.5% | $1,219+219.9% | $4,876-20.0% |
| Participant deferral / active EE | $18,000 | $2,458+632.3% | $1,804+897.7% | $5,439+231.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |