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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 | $40,256 | $100,203-59.8% | $85,240-52.8% | $145,897-72.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.73% | 84.28%-68.5pp | 66.75%-51.0pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,905 | $3,242-10.4% | $2,735+6.2% | $4,663-37.7% |
| Participant deferral / active EE | $5,597 | $5,299+5.6% | $4,527+23.6% | $6,689-16.3% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |