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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 | $38,529 | $103,008-62.6% | $90,304-57.3% | $152,897-74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 29.50% | 95.22%-65.7pp | 78.13%-48.6pp | 345.43%-315.9pp |
| Employer contribution / active EE | $2,363 | $3,139-24.7% | $2,855-17.2% | $4,764-50.4% |
| Participant deferral / active EE | $2,466 | $4,281-42.4% | $3,885-36.5% | $5,851-57.9% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |