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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 | $35,243 | $104,937-66.4% | $84,628-58.4% | $152,897-77.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.98% | 373.88%-353.9pp | 258.80%-238.8pp | 345.43%-325.4pp |
| Employer contribution / active EE | $2,466 | $3,303-25.3% | $2,653-7.0% | $4,764-48.2% |
| Participant deferral / active EE | $4,271 | $4,690-8.9% | $3,900+9.5% | $5,851-27.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |