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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 | $111,878-59.6% | $93,727-51.8% | $145,897-69.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.34% | 204.28%-194.9pp | 133.83%-124.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,627 | $3,092-15.0% | $2,421+8.5% | $4,663-43.7% |
| Participant deferral / active EE | $15,981 | $4,920+224.8% | $4,417+261.8% | $6,689+138.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |