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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 | $42,212 | $48,053-12.2% | $84,628-50.1% | $72,975-42.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 31.66% | 37.39%-5.7pp | 258.80%-227.1pp | 81.01%-49.3pp |
| Employer contribution / active EE | $7,528 | $1,602+369.9% | $2,653+183.7% | $2,440+208.5% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $225 | $3,395-93.4% | $4,914-95.4% | $5,124-95.6% |