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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 | $28,002 | $107,368-73.9% | $92,915-69.9% | $152,909-81.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.40% | 145.64%-117.2pp | 109.45%-81.1pp | 345.46%-317.1pp |
| Employer contribution / active EE | $1,839 | $4,222-56.4% | $3,653-49.7% | $4,764-61.4% |
| Participant deferral / active EE | $11,000 | $4,848+126.9% | $4,238+159.6% | $5,851+88.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |