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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 | $70,474 | $103,008-31.6% | $90,304-22.0% | $152,897-53.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.13% | 95.22%-83.1pp | 78.13%-66.0pp | 345.43%-333.3pp |
| Employer contribution / active EE | $14,597 | $3,139+365.0% | $2,855+411.3% | $4,764+206.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |