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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 | $45,174 | $111,814-59.6% | $93,654-51.8% | $145,959-69.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.34% | 203.30%-194.0pp | 133.34%-124.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,627 | $3,092-15.0% | $2,421+8.5% | $4,661-43.6% |
| Participant deferral / active EE | $15,981 | $4,914+225.2% | $4,413+262.1% | $6,689+138.9% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |